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Steel Grove Capital Advisors’s Apollo Global Management APO Stock Holding History

Steel Grove Capital Advisors’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
Q1 		– Sell
-11,000
Closed -$270K – 128
2018
Q4 		$270K Buy
11,000
+5,000
+83% +$143K 0.04% 265
2018
Q3 		$207K Buy
+6,000
New +$209K 0.03% 295

Other funds holding APO

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Steel Grove Capital Advisors's APO Position: Q1 2019 in Review

Steel Grove Capital Advisors sold out of Apollo Global Management (APO) in Q1 2019, closing a stake of 11,000 shares — an estimated $270K sold.

Steel Grove Capital Advisors first reported a position in APO in Q3 2018 and held it in 2 quarters. The position peaked at $270K in Q4 2018. 203 funds tracked by Wall St. Rank hold APO as of Q1 2019.

  • Steel Grove Capital Advisors reported no remaining Apollo Global Management position as of Q1 2019 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 11,000 Apollo Global Management shares in Q1 2019, an estimated $270K.
  • Steel Grove Capital Advisors first reported a position in Apollo Global Management in Q3 2018 and held it in 2 quarters.
  • Steel Grove Capital Advisors's Apollo Global Management position peaked at $270K in Q4 2018.
  • 203 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.