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Thornburg Investment Management’s Apollo Global Management APO Stock Holding History

Thornburg Investment 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
2019
Q4 		– Sell
-469,852
Closed -$17.8M – 173
2019
Q3 		$17.8M Sell
469,852
-136,100
-22% -$4.95M 0.17% 91
2019
Q2 		$20.8M Sell
605,952
-25,052
-4% -$796K 0.2% 87
2019
Q1 		$17.8M Buy
631,004
+4,808
+0.8% +$137K 0.17% 91
2018
Q4 		$15.4M Sell
626,196
-37,155
-6% -$1.07M 0.15% 99
2018
Q3 		$22.9M Sell
663,351
-137,648
-17% -$4.8M 0.19% 96
2018
Q2 		$25.5M Buy
800,999
+6,274
+0.8% +$192K 0.19% 105
2018
Q1 		$23.5M Sell
794,725
-231,829
-23% -$7.8M 0.18% 110
2017
Q4 		$34.4M Buy
1,026,554
+22,646
+2% +$710K 0.24% 89
2017
Q3 		$30.2M Buy
1,003,908
+17,490
+2% +$503K 0.22% 98
2017
Q2 		$26.1M Sell
986,418
-628,900
-39% -$16.7M 0.2% 107
2017
Q1 		$39.3M Sell
1,615,318
-3,887,163
-71% -$86.7M 0.32% 67
2016
Q4 		$107M Buy
5,502,481
+48,300
+0.9% +$912K 0.82% 36
2016
Q3 		$98M Sell
5,454,181
-26,049
-0.5% -$457K 0.75% 39
2016
Q2 		$83M Hold
5,480,230
– – 0.64% 44
2016
Q1 		$93.8M Buy
5,480,230
+1,607,373
+42% +$24.1M 0.63% 49
2015
Q4 		$58.8M Buy
3,872,857
+1,202,094
+45% +$20.6M 0.37% 68
2015
Q3 		$45.9M Buy
2,670,763
+23,163
+0.9% +$461K 0.29% 81
2015
Q2 		$58.6M Sell
2,647,600
-1,602,796
-38% -$35.2M 0.34% 77
2015
Q1 		$91.8M Hold
4,250,396
– – 0.51% 57
2014
Q4 		$100M Sell
4,250,396
-242
-0% -$5.58K 0.5% 57
2014
Q3 		$101M Buy
4,250,638
+350,000
+9% +$8.76M 0.46% 64
2014
Q2 		$108M Buy
3,900,638
+661,900
+20% +$18M 0.43% 72
2014
Q1 		$103M Hold
3,238,738
– – 0.41% 80
2013
Q4 		$102M Buy
3,238,738
+488,738
+18% +$15.1M 0.39% 80
2013
Q3 		$77.7M Hold
2,750,000
– – 0.31% 97
2013
Q2 		$66.3M Buy
+2,750,000
New +$67.9M 0.3% 91

Other funds holding APO

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thornburg Investment Management's APO Position: Q4 2019 in Review

Thornburg Investment Management sold out of Apollo Global Management (APO) in Q4 2019, closing a stake of 469,852 shares — an estimated $17.8M sold.

Thornburg Investment Management first reported a position in APO in Q2 2013 and held it in 26 quarters. The position peaked at $108M in Q2 2014. 318 funds tracked by Wall St. Rank hold APO as of Q4 2019.

  • Thornburg Investment Management reported no remaining Apollo Global Management position as of Q4 2019 after selling out during the quarter.
  • Thornburg Investment Management sold 469,852 Apollo Global Management shares in Q4 2019, an estimated $17.8M.
  • Thornburg Investment Management first reported a position in Apollo Global Management in Q2 2013 and held it in 26 quarters.
  • Thornburg Investment Management's Apollo Global Management position peaked at $108M in Q2 2014.
  • 318 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2019.

Based on Thornburg Investment Management's 13F filing for Q4 2019, filed 10 Feb 2020.