Fulcrum Capital’s Apollo Global Management APO Stock Holding History

Fulcrum Capital’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
2021 Q1	–	Sell	-4,588	Closed	-$225K	–	86
2020 Q4	$225K	Buy	+4,588	New	+$205K	0.07%	74

Other funds holding APO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

Fulcrum Capital's APO Position: Q1 2021 in Review

Fulcrum Capital sold out of Apollo Global Management (APO) in Q1 2021, closing a stake of 4,588 shares — an estimated $225K sold.

Fulcrum Capital first reported a position in APO in Q4 2020 and held it in 1 quarter. The position peaked at $225K in Q4 2020. 440 funds tracked by Wall St. Rank hold APO as of Q1 2021.

Fulcrum Capital reported no remaining Apollo Global Management position as of Q1 2021 after selling out during the quarter.
Fulcrum Capital sold 4,588 Apollo Global Management shares in Q1 2021, an estimated $225K.
Fulcrum Capital first reported a position in Apollo Global Management in Q4 2020 and held it in 1 quarter.
Fulcrum Capital's Apollo Global Management position peaked at $225K in Q4 2020.
440 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2021.

Based on Fulcrum Capital's 13F filing for Q1 2021, filed 12 Apr 2021.