Optima Fund Management’s Apollo Global Management APO Stock Holding History

Optima Fund Management’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 Q2	–	Sell	-47,218	Closed	-$1.33M	–	38
2019 Q1	$1.33M	Sell	47,218 -524	-1%	-$14.9K	1.84%	32
2018 Q4	$1.17M	Buy	+47,742	New	+$1.37M	1.9%	32

Other funds holding APO

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HCM

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Optima Fund Management's APO Position: Q2 2019 in Review

Optima Fund Management sold out of Apollo Global Management (APO) in Q2 2019, closing a stake of 47,218 shares — an estimated $1.33M sold.

Optima Fund Management first reported a position in APO in Q4 2018 and held it in 2 quarters. The position peaked at $1.33M in Q1 2019. 218 funds tracked by Wall St. Rank hold APO as of Q2 2019.

Optima Fund Management reported no remaining Apollo Global Management position as of Q2 2019 after selling out during the quarter.
Optima Fund Management sold 47,218 Apollo Global Management shares in Q2 2019, an estimated $1.33M.
Optima Fund Management first reported a position in Apollo Global Management in Q4 2018 and held it in 2 quarters.
Optima Fund Management's Apollo Global Management position peaked at $1.33M in Q1 2019.
218 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2019.

Based on Optima Fund Management's 13F filing for Q2 2019, filed 14 Aug 2019.