HMI Capital Management’s Apollo Global Management APO Stock Holding History

HMI Capital 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
2019 Q3	–	Sell	-6,000,828	Closed	-$206M	–	7
2019 Q2	$206M	Sell	6,000,828 -363,826	-6%	-$11.6M	20.95%	2
2019 Q1	$180M	Sell	6,364,654 -60,000	-0.9%	-$1.71M	21.26%	1
2018 Q4	$158M	Buy	6,424,654 +2,021,679	+46%	+$58M	17.97%	2
2018 Q3	$152M	Sell	4,402,975 -230,000	-5%	-$8.02M	19.44%	1
2018 Q2	$148M	Buy	4,632,975 +113,947	+3%	+$3.48M	18.39%	1
2018 Q1	$134M	Buy	4,519,028 +464,814	+11%	+$15.6M	17.47%	1
2017 Q4	$136M	Buy	4,054,214 +500	+0%	+$15.7K	15.69%	1
2017 Q3	$122M	Sell	4,053,714 -15,000	-0.4%	-$432K	16.81%	1
2017 Q2	$108M	Sell	4,068,714 -330,000	-8%	-$8.79M	16.92%	2
2017 Q1	$107M	Sell	4,398,714 -21,500	-0.5%	-$479K	17.08%	2
2016 Q4	$85.6M	Sell	4,420,214 -1,046,079	-19%	-$19.8M	13.36%	3
2016 Q3	$98.2M	Hold	5,466,293	–	–	16.34%	2
2016 Q2	$82.8M	Buy	5,466,293 +670,093	+14%	+$11M	15.61%	2
2016 Q1	$82.1M	Buy	4,796,200 +660,000	+16%	+$9.9M	17.84%	1
2015 Q4	$62.8M	Buy	4,136,200 +1,502,000	+57%	+$25.7M	15.51%	4
2015 Q3	$45.3M	Buy	2,634,200 +1,724,200	+189%	+$34.3M	14.19%	5
2015 Q2	$20.2M	Buy	+910,000	New	+$20M	7.72%	6

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

HMI Capital Management's APO Position: Q3 2019 in Review

HMI Capital Management sold out of Apollo Global Management (APO) in Q3 2019, closing a stake of 6,000,828 shares — an estimated $206M sold.

HMI Capital Management first reported a position in APO in Q2 2015 and held it in 17 quarters. The position peaked at $206M in Q2 2019. 260 funds tracked by Wall St. Rank hold APO as of Q3 2019.

HMI Capital Management reported no remaining Apollo Global Management position as of Q3 2019 after selling out during the quarter.
HMI Capital Management sold 6,000,828 Apollo Global Management shares in Q3 2019, an estimated $206M.
HMI Capital Management first reported a position in Apollo Global Management in Q2 2015 and held it in 17 quarters.
HMI Capital Management's Apollo Global Management position peaked at $206M in Q2 2019.
260 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2019.

Based on HMI Capital Management's 13F filing for Q3 2019, filed 13 Nov 2019.