Swift Run Capital Management’s Apollo Global Management APO Stock Holding History

Swift Run Capital Management’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 Q4	$333K	Hold	6,800	–	–	0.64%	33
2020 Q3	$304K	Hold	6,800	–	–	0.6%	37
2020 Q2	$339K	Buy	6,800 +200	+3%	+$8.78K	0.56%	39
2020 Q1	$221K	Buy	+6,600	New	+$283K	0.31%	52
2015 Q3	–	Sell	-75,130	Closed	-$1.66M	–	53
2015 Q2	$1.66M	Sell	75,130 -7,316	-9%	-$161K	0.7%	27
2015 Q1	$1.78M	Sell	82,446 -766	-0.9%	-$17.9K	0.78%	26
2014 Q4	$1.96M	Sell	83,212 -137,815	-62%	-$3.18M	0.93%	27
2014 Q3	$5.27M	Sell	221,027 -10,415	-5%	-$261K	2.72%	16
2014 Q2	$6.42M	Buy	231,442 +32,762	+16%	+$890K	2.8%	16
2014 Q1	$6.32M	Buy	198,680 +20,793	+12%	+$678K	3.38%	14
2013 Q4	$5.62M	Buy	+177,887	New	+$5.51M	4.48%	8

Other funds holding APO

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Swift Run Capital Management's APO Position: Q4 2020 in Review

Swift Run Capital Management held its Apollo Global Management (APO) position steady in Q4 2020 at 6,800 shares worth $333K. The position accounts for 0.64% of the portfolio, ranked #33.

Swift Run Capital Management first reported a position in APO in Q4 2013 and has held it in 11 quarters since. The position peaked at $6.42M in Q2 2014. 399 funds tracked by Wall St. Rank hold APO as of Q4 2020.

Swift Run Capital Management held 6,800 shares of Apollo Global Management worth $333K as of Q4 2020.
Swift Run Capital Management left its Apollo Global Management share count unchanged in Q4 2020.
Apollo Global Management made up 0.64% of Swift Run Capital Management's portfolio in Q4 2020, its #33 holding.
Swift Run Capital Management first reported a position in Apollo Global Management in Q4 2013 and has held it in 11 quarters since.
Swift Run Capital Management's Apollo Global Management position peaked at $6.42M in Q2 2014.
399 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2020.

Based on Swift Run Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.