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Patten Group’s Apollo Global Management APO Stock Holding History

Patten Group’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
Q4 		– Sell
-1,280
Closed -$44K – 596
2018
Q3 		$44K Sell
1,280
-35
-3% -$1.22K 0.02% 336
2018
Q2 		$42K Hold
1,315
– – 0.02% 340
2018
Q1 		$39K Hold
1,315
– – 0.02% 346
2017
Q4 		$44K Hold
1,315
– – 0.02% 351
2017
Q3 		$40K Hold
1,315
– – 0.02% 350
2017
Q2 		$38K Buy
+1,315
New +$35K 0.02% 355

Other funds holding APO

Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Patten Group's APO Position: Q4 2018 in Review

Patten Group sold out of Apollo Global Management (APO) in Q4 2018, closing a stake of 1,280 shares — an estimated $44K sold.

Patten Group first reported a position in APO in Q2 2017 and held it in 6 quarters. The position peaked at $44K in Q3 2018. 194 funds tracked by Wall St. Rank hold APO as of Q4 2018.

  • Patten Group reported no remaining Apollo Global Management position as of Q4 2018 after selling out during the quarter.
  • Patten Group sold 1,280 Apollo Global Management shares in Q4 2018, an estimated $44K.
  • Patten Group first reported a position in Apollo Global Management in Q2 2017 and held it in 6 quarters.
  • Patten Group's Apollo Global Management position peaked at $44K in Q3 2018.
  • 194 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2018.

Based on Patten Group's 13F filing for Q4 2018, filed 12 Feb 2019.