Marshall Wace North America’s Apollo Global Management APO Stock Holding History

Marshall Wace North America’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
2021 Q2	–	Sell	-16,904	Closed	-$795K	–	1431
2021 Q1	$795K	Sell	16,904 -31,815	-65%	-$1.55M	﹤0.01%	1096
2020 Q4	$2.39M	Buy	+48,719	New	+$2.18M	0.01%	708
2019 Q4	–	Sell	-33,264	Closed	-$1.26M	–	1274
2019 Q3	$1.26M	Sell	33,264 -104,220	-76%	-$3.79M	0.01%	642
2019 Q2	$4.72M	Buy	+137,484	New	+$4.37M	0.03%	377
2018 Q4	–	Sell	-48,783	Closed	-$1.69M	–	1461
2018 Q3	$1.69M	Buy	+48,783	New	+$1.7M	0.01%	519
2018 Q2	–	Sell	-176,073	Closed	-$5.21M	–	1374
2018 Q1	$5.21M	Buy	+176,073	New	+$5.92M	0.03%	559
2013 Q4	$28.8M	Buy	+910,107	New	+$28.2M	0.61%	44

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

Marshall Wace North America's APO Position: Q2 2021 in Review

Marshall Wace North America sold out of Apollo Global Management (APO) in Q2 2021, closing a stake of 16,904 shares — an estimated $795K sold.

Marshall Wace North America first reported a position in APO in Q4 2013 and held it in 7 quarters. The position peaked at $28.8M in Q4 2013. 450 funds tracked by Wall St. Rank hold APO as of Q2 2021.

Marshall Wace North America reported no remaining Apollo Global Management position as of Q2 2021 after selling out during the quarter.
Marshall Wace North America sold 16,904 Apollo Global Management shares in Q2 2021, an estimated $795K.
Marshall Wace North America first reported a position in Apollo Global Management in Q4 2013 and held it in 7 quarters.
Marshall Wace North America's Apollo Global Management position peaked at $28.8M in Q4 2013.
450 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2021.

Based on Marshall Wace North America's 13F filing for Q2 2021, filed 13 Aug 2021.