Capital Bank & Trust’s Apollo Global Management APO Stock Holding History

Capital Bank & Trust’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
2020 Q2	–	Sell	-1,048	Closed	-$35K	–	314
2020 Q1	$35K	Hold	1,048	–	–	﹤0.01%	445
2019 Q4	$50K	Hold	1,048	–	–	﹤0.01%	451
2019 Q3	$40K	Hold	1,048	–	–	﹤0.01%	455
2019 Q2	$36K	Hold	1,048	–	–	﹤0.01%	456
2019 Q1	$30K	Hold	1,048	–	–	﹤0.01%	439
2018 Q4	$26K	Hold	1,048	–	–	﹤0.01%	476
2018 Q3	$36K	Hold	1,048	–	–	﹤0.01%	503
2018 Q2	$33K	Hold	1,048	–	–	﹤0.01%	449
2018 Q1	$31K	Buy	+1,048	New	+$35.2K	﹤0.01%	418

Other funds holding APO

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

Capital Bank & Trust's APO Position: Q2 2020 in Review

Capital Bank & Trust sold out of Apollo Global Management (APO) in Q2 2020, closing a stake of 1,048 shares — an estimated $35K sold.

Capital Bank & Trust first reported a position in APO in Q1 2018 and held it in 9 quarters. The position peaked at $50K in Q4 2019. 362 funds tracked by Wall St. Rank hold APO as of Q2 2020.

Capital Bank & Trust reported no remaining Apollo Global Management position as of Q2 2020 after selling out during the quarter.
Capital Bank & Trust sold 1,048 Apollo Global Management shares in Q2 2020, an estimated $35K.
Capital Bank & Trust first reported a position in Apollo Global Management in Q1 2018 and held it in 9 quarters.
Capital Bank & Trust's Apollo Global Management position peaked at $50K in Q4 2019.
362 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2020.

Based on Capital Bank & Trust's 13F filing for Q2 2020, filed 14 Aug 2020.