Richard Pzena’s Apollo Global Management APO Stock Holding History

Richard Pzena’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 Q2	–	Sell	-170,561	Closed	-$5.71M	–	171
2020 Q1	$5.71M	Sell	170,561 -40,048	-19%	-$1.72M	0.04%	120
2019 Q4	$10M	Sell	210,609 -22,971	-10%	-$980K	0.05%	119
2019 Q3	$8.83M	Buy	233,580 +5,313	+2%	+$193K	0.05%	118
2019 Q2	$7.83M	Sell	228,267 -23,375	-9%	-$743K	0.04%	121
2019 Q1	$7.11M	Sell	251,642 -50,415	-17%	-$1.43M	0.04%	124
2018 Q4	$7.41M	Hold	302,057	–	–	0.04%	122
2018 Q3	$10.4M	Sell	302,057 -43,975	-13%	-$1.53M	0.05%	121
2018 Q2	$11M	Buy	346,032 +19,602	+6%	+$599K	0.06%	126
2018 Q1	$9.67M	Buy	326,430 +33,569	+11%	+$1.13M	0.05%	125
2017 Q4	$9.8M	Buy	292,861 +2,772	+1%	+$86.9K	0.05%	125
2017 Q3	$8.73M	Sell	290,089 -8,086	-3%	-$233K	0.05%	130
2017 Q2	$7.89M	Sell	298,175 -36,344	-11%	-$968K	0.04%	134
2017 Q1	$8.14M	Buy	334,519 +719	+0.2%	+$16K	0.05%	134
2016 Q4	$6.46M	Sell	333,800 -14,300	-4%	-$270K	0.04%	134
2016 Q3	$6.25M	Sell	348,100 -33,550	-9%	-$588K	0.04%	135
2016 Q2	$5.78M	Buy	381,650 +156,300	+69%	+$2.57M	0.04%	137
2016 Q1	$3.86M	Buy	+225,350	New	+$3.38M	0.02%	143

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

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

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Richard Pzena's APO Position: Q2 2020 in Review

Richard Pzena sold out of Apollo Global Management (APO) in Q2 2020, closing a stake of 170,561 shares — an estimated $5.71M sold.

Richard Pzena first reported a position in APO in Q1 2016 and held it in 17 quarters. The position peaked at $11M in Q2 2018. 362 funds tracked by Wall St. Rank hold APO as of Q2 2020.

Richard Pzena reported no remaining Apollo Global Management position as of Q2 2020 after selling out during the quarter.
Richard Pzena sold 170,561 Apollo Global Management shares in Q2 2020, an estimated $5.71M.
Richard Pzena first reported a position in Apollo Global Management in Q1 2016 and held it in 17 quarters.
Richard Pzena's Apollo Global Management position peaked at $11M in Q2 2018.
362 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2020.

Based on Pzena Investment Management's 13F filing for Q2 2020, filed 31 Jul 2020.