Bluefin Capital Management’s Apollo Global Management APO Stock Holding History

Bluefin Capital Management’s Portfolio APO Stock Details APO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,080	Closed	-$260K	–	247
2022 Q4	$260K	Buy	+4,080	New	+$242K	0.04%	195
2022 Q2	–	Sell	-3,900	Closed	-$242K	–	596
2022 Q1	$242K	Buy	+3,900	New	+$257K	0.02%	303
2021 Q3	–	Sell	-28,800	Closed	-$1.79M	–	755
2021 Q2	$1.79M	Buy	+28,800	New	+$1.6M	0.11%	126
2019 Q3	–	Sell	-31,500	Closed	-$1.08M	–	514
2019 Q2	$1.08M	Buy	+31,500	New	+$1M	0.15%	94
2016 Q1	–	Sell	-86,404	Closed	-$1.31M	–	472
2015 Q4	$1.31M	Buy	86,404 +4,207	+5%	+$71.9K	0.1%	202
2015 Q3	$1.41M	Buy	82,197 +15,110	+23%	+$301K	0.09%	158
2015 Q2	$1.49M	Buy	67,087 +2,000	+3%	+$43.9K	0.09%	174
2015 Q1	$1.41M	Buy	65,087 +2,926	+5%	+$68.2K	0.13%	153
2014 Q4	$1.47M	Buy	62,161 +35,316	+132%	+$814K	0.09%	201
2014 Q3	$640K	Sell	26,845 -208,799	-89%	-$5.22M	0.04%	372
2014 Q2	$6.5M	Buy	+235,644	New	+$6.4M	0.28%	55

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bluefin Capital Management's APO Position: Q1 2023 in Review

Bluefin Capital Management sold out of Apollo Global Management (APO) in Q1 2023, closing a stake of 4,080 shares — an estimated $260K sold.

Bluefin Capital Management first reported a position in APO in Q2 2014 and held it in 11 quarters. The position peaked at $6.5M in Q2 2014. 657 funds tracked by Wall St. Rank hold APO as of Q1 2023.

Bluefin Capital Management reported no remaining Apollo Global Management position as of Q1 2023 after selling out during the quarter.
Bluefin Capital Management sold 4,080 Apollo Global Management shares in Q1 2023, an estimated $260K.
Bluefin Capital Management first reported a position in Apollo Global Management in Q2 2014 and held it in 11 quarters.
Bluefin Capital Management's Apollo Global Management position peaked at $6.5M in Q2 2014.
657 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2023.

Based on Bluefin Capital Management's 13F filing for Q1 2023, filed 15 May 2023.