Evanston Advisors’s Apollo Global Management APO Stock Holding History

Evanston 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 Q4	$245K	Hold	10,000	–	–	0.07%	47
2018 Q3	$346K	Hold	10,000	–	–	0.08%	56
2018 Q2	$319K	Hold	10,000	–	–	0.07%	55
2018 Q1	$296K	Hold	10,000	–	–	0.07%	56
2017 Q4	$335K	Hold	10,000	–	–	0.08%	53
2017 Q3	$301K	Buy	+10,000	New	+$288K	0.07%	55

Other funds holding APO

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Evanston Advisors's APO Position: Q4 2018 in Review

Evanston Advisors held its Apollo Global Management (APO) position steady in Q4 2018 at 10,000 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #47.

Evanston Advisors first reported a position in APO in Q3 2017 and has held it in 6 quarters since. The position peaked at $346K in Q3 2018. 194 funds tracked by Wall St. Rank hold APO as of Q4 2018.

Evanston Advisors held 10,000 shares of Apollo Global Management worth $245K as of Q4 2018.
Evanston Advisors left its Apollo Global Management share count unchanged in Q4 2018.
Apollo Global Management made up 0.07% of Evanston Advisors's portfolio in Q4 2018, its #47 holding.
Evanston Advisors first reported a position in Apollo Global Management in Q3 2017 and has held it in 6 quarters since.
Evanston Advisors's Apollo Global Management position peaked at $346K in Q3 2018.
194 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2018.

Based on Evanston Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.