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Greenwich Investment Management’s Apollo Global Management APO Stock Holding History

Greenwich Investment Management’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
-64,564
Closed -$1.91M – 67
2018
Q1 		$1.91M Sell
64,564
-13,144
-17% -$442K 2.27% 20
2017
Q4 		$2.6M Sell
77,708
-5,545
-7% -$174K 3.73% 11
2017
Q3 		$2.51M Buy
83,253
+2,135
+3% +$61.5K 3.22% 13
2017
Q2 		$2.15M Sell
81,118
-5,375
-6% -$143K 2.51% 17
2017
Q1 		$2.1M Buy
86,493
+5,810
+7% +$130K 2.3% 17
2016
Q4 		$1.56M Hold
80,683
– – 1.59% 21
2016
Q3 		$1.45M Buy
80,683
+22,613
+39% +$397K 1.46% 21
2016
Q2 		$880K Hold
58,070
– – 0.94% 25
2016
Q1 		$994K Sell
58,070
-1,125
-2% -$16.9K 1.19% 21
2015
Q4 		$898K Sell
59,195
-2,675
-4% -$45.7K 1.06% 22
2015
Q3 		$1.06M Sell
61,870
-7,180
-10% -$143K 1.13% 23
2015
Q2 		$1.53M Sell
69,050
-23,840
-26% -$524K 1.4% 21
2015
Q1 		$2.01M Sell
92,890
-15,940
-15% -$372K 1.55% 18
2014
Q4 		$2.57M Buy
108,830
+845
+0.8% +$19.5K 2.04% 13
2014
Q3 		$2.57M Sell
107,985
-37,860
-26% -$947K 1.75% 14
2014
Q2 		$4.04M Sell
145,845
-24,065
-14% -$654K 2.63% 9
2014
Q1 		$5.4M Buy
169,910
+114,785
+208% +$3.74M 3.44% 9
2013
Q4 		$1.74M Buy
+55,125
New +$1.71M 1.19% 16

Other funds holding APO

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Greenwich Investment Management's APO Position: Q2 2018 in Review

Greenwich Investment Management sold out of Apollo Global Management (APO) in Q2 2018, closing a stake of 64,564 shares — an estimated $1.91M sold.

Greenwich Investment Management first reported a position in APO in Q4 2013 and held it in 18 quarters. The position peaked at $5.4M in Q1 2014. 214 funds tracked by Wall St. Rank hold APO as of Q2 2018.

  • Greenwich Investment Management reported no remaining Apollo Global Management position as of Q2 2018 after selling out during the quarter.
  • Greenwich Investment Management sold 64,564 Apollo Global Management shares in Q2 2018, an estimated $1.91M.
  • Greenwich Investment Management first reported a position in Apollo Global Management in Q4 2013 and held it in 18 quarters.
  • Greenwich Investment Management's Apollo Global Management position peaked at $5.4M in Q1 2014.
  • 214 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2018.

Based on Greenwich Investment Management's 13F filing for Q2 2018, filed 10 Aug 2018.