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New Mountain Vantage Advisers’s Apollo Global Management APO Stock Holding History

New Mountain Vantage Advisers’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
2020
Q4 		– Sell
-128,832
Closed -$5.76M – 11
2020
Q3 		$5.76M Sell
128,832
-124,736
-49% -$6M 0.3% 18
2020
Q2 		$12.7M Sell
253,568
-248,268
-49% -$10.9M 0.6% 15
2020
Q1 		$16.8M Buy
501,836
+225,240
+81% +$9.67M 0.91% 11
2019
Q4 		$13.2M Buy
276,596
+44,213
+19% +$1.89M 0.5% 15
2019
Q3 		$8.79M Sell
232,383
-122,030
-34% -$4.44M 0.35% 26
2019
Q2 		$12.2M Sell
354,413
-76,383
-18% -$2.43M 0.42% 27
2019
Q1 		$12.2M Sell
430,796
-240,812
-36% -$6.85M 1.42% 26
2018
Q4 		$16.5M Sell
671,608
-442,572
-40% -$12.7M 1.83% 23
2018
Q3 		$38.5M Sell
1,114,180
-13,392
-1% -$467K 2.78% 17
2018
Q2 		$35.9M Buy
1,127,572
+137,743
+14% +$4.21M 2.77% 19
2018
Q1 		$29.3M Buy
989,829
+4,876
+0.5% +$164K 2.4% 23
2017
Q4 		$33M Sell
984,953
-34,842
-3% -$1.09M 2.5% 21
2017
Q3 		$30.7M Sell
1,019,795
-99,019
-9% -$2.85M 2.36% 23
2017
Q2 		$29.6M Sell
1,118,814
-598,264
-35% -$15.9M 2.15% 26
2017
Q1 		$41.8M Sell
1,717,078
-514,381
-23% -$11.5M 2.9% 11
2016
Q4 		$43.2M Sell
2,231,459
-91,448
-4% -$1.73M 2.76% 17
2016
Q3 		$41.7M Buy
2,322,907
+4,421
+0.2% +$77.5K 2.45% 22
2016
Q2 		$35.1M Buy
2,318,486
+1,675,077
+260% +$27.5M 1.84% 22
2016
Q1 		$11M Buy
+643,409
New +$9.65M 0.59% 33

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

New Mountain Vantage Advisers's APO Position: Q4 2020 in Review

New Mountain Vantage Advisers sold out of Apollo Global Management (APO) in Q4 2020, closing a stake of 128,832 shares — an estimated $5.76M sold.

New Mountain Vantage Advisers first reported a position in APO in Q1 2016 and held it in 19 quarters. The position peaked at $43.2M in Q4 2016. 401 funds tracked by Wall St. Rank hold APO as of Q4 2020.

  • New Mountain Vantage Advisers reported no remaining Apollo Global Management position as of Q4 2020 after selling out during the quarter.
  • New Mountain Vantage Advisers sold 128,832 Apollo Global Management shares in Q4 2020, an estimated $5.76M.
  • New Mountain Vantage Advisers first reported a position in Apollo Global Management in Q1 2016 and held it in 19 quarters.
  • New Mountain Vantage Advisers's Apollo Global Management position peaked at $43.2M in Q4 2016.
  • 401 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2020.

Based on New Mountain Vantage Advisers's 13F filing for Q4 2020, filed 16 Feb 2021.