Bulldog Investors’s Apollo Tactical Income Fund Inc. AIF Stock Holding History

Bulldog Investors’s Portfolio AIF Stock Details AIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-37,375	Closed	-$522K	–	188
2023 Q4	$522K	Sell	37,375 -59,617	-61%	-$784K	0.17%	87
2023 Q3	$1.3M	Hold	96,992	–	–	0.45%	71
2023 Q2	$1.23M	Hold	96,992	–	–	0.41%	79
2023 Q1	$1.18M	Hold	96,992	–	–	0.38%	80
2022 Q4	$1.18M	Sell	96,992 -7,808	-7%	-$94.9K	0.35%	85
2022 Q3	$1.24M	Sell	104,800 -1,000	-0.9%	-$12.7K	0.36%	82
2022 Q2	$1.27M	Buy	105,800 +44,877	+74%	+$594K	0.35%	88
2022 Q1	$875K	Buy	60,923 +40,923	+205%	+$609K	0.22%	129
2021 Q4	$306K	Sell	20,000 -150,405	-88%	-$2.36M	0.08%	171
2021 Q3	$2.7M	Buy	+170,405	New	+$2.66M	0.76%	43
2021 Q2	–	Sell	-181,711	Closed	-$2.7M	–	252
2021 Q1	$2.7M	Buy	181,711 +122,114	+205%	+$1.79M	0.79%	40
2020 Q4	$863K	Buy	+59,597	New	+$799K	0.32%	83

Other funds holding AIF

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Bulldog Investors's AIF Position: Q1 2024 in Review

Bulldog Investors sold out of Apollo Tactical Income Fund Inc. (AIF) in Q1 2024, closing a stake of 37,375 shares — an estimated $522K sold.

Bulldog Investors first reported a position in AIF in Q4 2020 and held it in 12 quarters. The position peaked at $2.7M in Q1 2021. 45 funds tracked by Wall St. Rank hold AIF as of Q1 2024.

Bulldog Investors reported no remaining Apollo Tactical Income Fund Inc. position as of Q1 2024 after selling out during the quarter.
Bulldog Investors sold 37,375 Apollo Tactical Income Fund Inc. shares in Q1 2024, an estimated $522K.
Bulldog Investors first reported a position in Apollo Tactical Income Fund Inc. in Q4 2020 and held it in 12 quarters.
Bulldog Investors's Apollo Tactical Income Fund Inc. position peaked at $2.7M in Q1 2021.
45 funds tracked by Wall St. Rank held Apollo Tactical Income Fund Inc. as of Q1 2024.

Based on Bulldog Investors's 13F filing for Q1 2024, filed 10 May 2024.