Boston Advisors’s Apollo Global Management APO Stock Holding History

Boston Advisors’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
2018 Q3	–	Sell	-73,442	Closed	-$2.34M	–	638
2018 Q2	$2.34M	Sell	73,442 -325	-0.4%	-$9.94K	0.06%	262
2018 Q1	$2.19M	Sell	73,767 -215,808	-75%	-$7.26M	0.06%	268
2017 Q4	$9.69M	Sell	289,575 -1,115	-0.4%	-$34.9K	0.21%	142
2017 Q3	$8.75M	Buy	290,690 +54,449	+23%	+$1.57M	0.2%	142
2017 Q2	$6.25M	Sell	236,241 -840	-0.4%	-$22.4K	0.14%	182
2017 Q1	$5.77M	Buy	+237,081	New	+$5.29M	0.14%	191

Other funds holding APO

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Boston Advisors's APO Position: Q3 2018 in Review

Boston Advisors sold out of Apollo Global Management (APO) in Q3 2018, closing a stake of 73,442 shares — an estimated $2.34M sold.

Boston Advisors first reported a position in APO in Q1 2017 and held it in 6 quarters. The position peaked at $9.69M in Q4 2017. 216 funds tracked by Wall St. Rank hold APO as of Q3 2018.

Boston Advisors reported no remaining Apollo Global Management position as of Q3 2018 after selling out during the quarter.
Boston Advisors sold 73,442 Apollo Global Management shares in Q3 2018, an estimated $2.34M.
Boston Advisors first reported a position in Apollo Global Management in Q1 2017 and held it in 6 quarters.
Boston Advisors's Apollo Global Management position peaked at $9.69M in Q4 2017.
216 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2018.

Based on Boston Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.