Jefferies Group’s Apollo Global Management APO Stock Holding History

Jefferies Group’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
2022 Q3	–	Sell	-25,000	Closed	-$1.21M	–	1634
2022 Q2	$1.21M	Buy	+25,000	New	+$1.36M	0.01%	743
2020 Q4	–	Sell	-160,000	Closed	-$7.16M	–	1551
2020 Q3	$7.16M	Hold	160,000	–	–	0.08%	217
2020 Q2	$7.99K	Sell	160,000 -17,500	-10%	-$768K	0.09%	179
2020 Q1	$6.29M	Buy	177,500 +17,500	+11%	+$752K	0.07%	247
2019 Q4	$7.63M	Hold	160,000	–	–	0.06%	336
2019 Q3	$6.05M	Buy	+160,000	New	+$5.82M	0.05%	420
2015 Q4	–	Sell	-90,000	Closed	-$1.55M	–	2256
2015 Q3	$1.55M	Buy	+90,000	New	+$1.79M	0.01%	1004

Other funds holding APO

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

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

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

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

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Jefferies Group's APO Position: Q3 2022 in Review

Jefferies Group sold out of Apollo Global Management (APO) in Q3 2022, closing a stake of 70,618 shares — an estimated $3.42M sold.

Jefferies Group first reported a position in APO in Q3 2013 and held it in 9 quarters. The position peaked at $3.42M in Q2 2022. 610 funds tracked by Wall St. Rank hold APO as of Q3 2022.

Jefferies Group reported no remaining Apollo Global Management position as of Q3 2022 after selling out during the quarter.
Jefferies Group sold 70,618 Apollo Global Management shares in Q3 2022, an estimated $3.42M.
Jefferies Group first reported a position in Apollo Global Management in Q3 2013 and held it in 9 quarters.
Jefferies Group's Apollo Global Management position peaked at $3.42M in Q2 2022.
610 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.