Kaizen Advisory’s Apollo Global Management APO Stock Holding History

Kaizen Advisory’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 Q3	–	Sell	-32,707	Closed	-$1.04M	–	574
2018 Q2	$1.04M	Buy	32,707 +30,907	+1,717%	+$945K	0.53%	78
2018 Q1	$53K	Sell	1,800 -33,260	-95%	-$1.12M	0.05%	192
2017 Q4	$1.17M	Buy	+35,060	New	+$1.1M	0.7%	60

Other funds holding APO

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Kaizen Advisory's APO Position: Q3 2018 in Review

Kaizen Advisory sold out of Apollo Global Management (APO) in Q3 2018, closing a stake of 32,707 shares — an estimated $1.04M sold.

Kaizen Advisory first reported a position in APO in Q4 2017 and held it in 3 quarters. The position peaked at $1.17M in Q4 2017. 217 funds tracked by Wall St. Rank hold APO as of Q3 2018.

Kaizen Advisory reported no remaining Apollo Global Management position as of Q3 2018 after selling out during the quarter.
Kaizen Advisory sold 32,707 Apollo Global Management shares in Q3 2018, an estimated $1.04M.
Kaizen Advisory first reported a position in Apollo Global Management in Q4 2017 and held it in 3 quarters.
Kaizen Advisory's Apollo Global Management position peaked at $1.17M in Q4 2017.
217 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.