HL Financial Services’s Apollo Global Management APO Stock Holding History

HL Financial Services’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
2019 Q1	$294K	Sell	10,400 -800	-7%	-$22.7K	﹤0.01%	617
2018 Q4	$275K	Buy	11,200 +900	+9%	+$25.8K	﹤0.01%	619
2018 Q3	$356K	Buy	+10,300	New	+$359K	0.01%	605
2016 Q3	–	Sell	-47,181	Closed	-$715K	–	644
2016 Q2	$715K	Buy	47,181 +8,563	+22%	+$141K	0.02%	379
2016 Q1	$661K	Buy	+38,618	New	+$579K	0.02%	374
2015 Q4	–	Sell	-33,923	Closed	-$583K	–	645
2015 Q3	$583K	Buy	+33,923	New	+$676K	0.02%	387
2013 Q4	–	Sell	-15,734	Closed	-$445K	–	625
2013 Q3	$445K	Buy	+15,734	New	+$422K	0.02%	377

Other funds holding APO

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

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

HL Financial Services's APO Position: Q1 2019 in Review

HL Financial Services reduced its Apollo Global Management (APO) stake by 7.1% in Q1 2019, selling an estimated $22.7K and leaving 10,400 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

HL Financial Services first reported a position in APO in Q3 2013 and has held it in 7 quarters since. The position peaked at $715K in Q2 2016. 203 funds tracked by Wall St. Rank hold APO as of Q1 2019.

HL Financial Services held 10,400 shares of Apollo Global Management worth $294K as of Q1 2019.
HL Financial Services sold 800 Apollo Global Management shares in Q1 2019, an estimated $22.7K.
Apollo Global Management made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #617 holding.
HL Financial Services first reported a position in Apollo Global Management in Q3 2013 and has held it in 7 quarters since.
HL Financial Services's Apollo Global Management position peaked at $715K in Q2 2016.
203 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.