Squar Milner Financial Services’s Apollo Global Management APO Stock Holding History

Squar Milner Financial Services’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	-3,500	Closed	-$98K	–	798
2019 Q1	$98K	Hold	3,500	–	–	0.07%	259
2018 Q4	$86K	Hold	3,500	–	–	0.08%	238
2018 Q3	$121K	Hold	3,500	–	–	0.11%	218
2018 Q2	$112K	Buy	+3,500	New	+$107K	0.1%	232

Other funds holding APO

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Squar Milner Financial Services's APO Position: Q2 2019 in Review

Squar Milner Financial Services sold out of Apollo Global Management (APO) in Q2 2019, closing a stake of 3,500 shares — an estimated $98K sold.

Squar Milner Financial Services first reported a position in APO in Q2 2018 and held it in 4 quarters. The position peaked at $121K in Q3 2018. 218 funds tracked by Wall St. Rank hold APO as of Q2 2019.

Squar Milner Financial Services reported no remaining Apollo Global Management position as of Q2 2019 after selling out during the quarter.
Squar Milner Financial Services sold 3,500 Apollo Global Management shares in Q2 2019, an estimated $98K.
Squar Milner Financial Services first reported a position in Apollo Global Management in Q2 2018 and held it in 4 quarters.
Squar Milner Financial Services's Apollo Global Management position peaked at $121K in Q3 2018.
218 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2019.

Based on Squar Milner Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.