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
2016 Q1	–	Sell	-90,400	Closed	-$655K	–	473
2015 Q4	$655K	Buy	+90,400	New	+$1.55M	0.05%	276
2015 Q2	–	Sell	-83,500	Closed	-$313K	–	455
2015 Q1	$313K	Buy	83,500 +3,300	+4%	+$76.9K	0.03%	325
2014 Q4	$301K	Buy	80,200 +18,700	+30%	+$431K	0.02%	444
2014 Q3	$218K	Buy	61,500 +56,715	+1,185%	+$1.42M	0.01%	564
2014 Q2	$500K	Buy	+4,785	New	+$130K	0.02%	428

Other funds holding APO

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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. 656 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.
656 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.