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Ladenburg Thalmann Financial Services’s Apollo Global Management APO Stock Holding History

Ladenburg Thalmann 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
Q4 		$1.15M Sell
24,066
-1,320
-5% -$56.3K 0.01% 1190
2019
Q3 		$959K Sell
25,386
-6,035
-19% -$220K 0.01% 1274
2019
Q2 		$1.08M Buy
31,421
+1,566
+5% +$49.8K 0.01% 1179
2019
Q1 		$843K Sell
29,855
-17,903
-37% -$509K 0.01% 1298
2018
Q4 		$1.19M Buy
47,758
+5,487
+13% +$157K 0.01% 940
2018
Q3 		$1.46M Sell
42,271
-799
-2% -$27.8K 0.01% 891
2018
Q2 		$1.28M Hold
43,070
– – 0.01% 921
2018
Q1 		$1.28M Sell
43,070
-5,557
-11% -$187K 0.01% 921
2017
Q4 		$1.63M Buy
48,627
+402
+0.8% +$12.6K 0.02% 794
2017
Q3 		$1.45M Buy
48,225
+11,248
+30% +$324K 0.02% 783
2017
Q2 		$978K Buy
36,977
+20,764
+128% +$553K 0.01% 953
2017
Q1 		$395K Sell
16,213
-7,770
-32% -$173K 0.01% 1454
2016
Q4 		$463K Sell
23,983
-669
-3% -$12.6K 0.01% 1298
2016
Q3 		$444K Sell
24,652
-962
-4% -$16.9K 0.01% 1256
2016
Q2 		$387K Sell
25,614
-1,698
-6% -$27.9K 0.01% 1282
2016
Q1 		$467K Buy
27,312
+1,509
+6% +$22.6K 0.01% 1092
2015
Q4 		$391K Buy
25,803
+3,596
+16% +$61.5K 0.01% 1154
2015
Q3 		$382K Buy
22,207
+7,056
+47% +$141K 0.01% 1112
2015
Q2 		$336K Buy
15,151
+2,706
+22% +$59.4K 0.01% 1270
2015
Q1 		$269K Buy
12,445
+10,285
+476% +$240K 0.01% 1374
2014
Q4 		$51K Buy
2,160
+2,040
+1,700% +$47K ﹤0.01% 2345
2014
Q3 		$3K Buy
+120
New +$3K ﹤0.01% 3553
2013
Q3 		– Sell
-600
Closed -$14K – 3697
2013
Q2 		$14K Buy
+600
New +$14.8K ﹤0.01% 2521

Other funds holding APO

Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ladenburg Thalmann Financial Services's APO Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Apollo Global Management (APO) stake by 5.2% in Q4 2019, selling an estimated $56.3K and leaving 24,066 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1190.

Ladenburg Thalmann Financial Services first reported a position in APO in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.63M in Q4 2017. 318 funds tracked by Wall St. Rank hold APO as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 24,066 shares of Apollo Global Management worth $1.15M as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 1,320 Apollo Global Management shares in Q4 2019, an estimated $56.3K.
  • Apollo Global Management made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1190 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Apollo Global Management in Q2 2013 and has held it in 23 quarters since.
  • Ladenburg Thalmann Financial Services's Apollo Global Management position peaked at $1.63M in Q4 2017.
  • 318 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.