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Burney Company’s Apollo Global Management APO Stock Holding History

Burney Company’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
Q2 		– Sell
-97,525
Closed -$2.89M – 445
2018
Q1 		$2.89M Buy
+97,525
New +$3.28M 0.18% 155

Other funds holding APO

Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Burney Company's APO Position: Q2 2018 in Review

Burney Company sold out of Apollo Global Management (APO) in Q2 2018, closing a stake of 97,525 shares — an estimated $2.89M sold.

Burney Company first reported a position in APO in Q1 2018 and held it in 1 quarter. The position peaked at $2.89M in Q1 2018. 213 funds tracked by Wall St. Rank hold APO as of Q2 2018.

  • Burney Company reported no remaining Apollo Global Management position as of Q2 2018 after selling out during the quarter.
  • Burney Company sold 97,525 Apollo Global Management shares in Q2 2018, an estimated $2.89M.
  • Burney Company first reported a position in Apollo Global Management in Q1 2018 and held it in 1 quarter.
  • Burney Company's Apollo Global Management position peaked at $2.89M in Q1 2018.
  • 213 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2018.

Based on Burney Company's 13F filing for Q2 2018, filed 13 Aug 2018.