Southside Capital’s Apollo Global Management APO Stock Holding History

Southside Capital’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 Q4	$9.07M	Buy	+190,064	New	+$8.11M	2.37%	14
2019 Q2	–	Sell	-215,000	Closed	-$6.07M	–	66
2019 Q1	$6.07M	Sell	215,000 -68,457	-24%	-$1.95M	2.49%	21
2018 Q4	$6.96M	Buy	+283,457	New	+$8.13M	4.31%	3

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Southside Capital's APO Position: Q4 2019 in Review

Southside Capital opened a new position in Apollo Global Management (APO) in Q4 2019: 190,064 shares worth $9.07M. The stake represents 2.37% of the portfolio and ranks #14 among its holdings. This is a return to the name: Southside Capital previously reported a position in APO as recently as Q1 2019.

Southside Capital first reported a position in APO in Q4 2018 and has held it in 3 quarters since. 318 funds tracked by Wall St. Rank hold APO as of Q4 2019.

Southside Capital held 190,064 shares of Apollo Global Management worth $9.07M as of Q4 2019.
Apollo Global Management was a new Southside Capital position in Q4 2019.
Apollo Global Management made up 2.37% of Southside Capital's portfolio in Q4 2019, its #14 holding.
Southside Capital first reported a position in Apollo Global Management in Q4 2018 and has held it in 3 quarters since.
318 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2019.

Based on Southside Capital's 13F filing for Q4 2019, filed 11 Feb 2020.