Waddell & Reed Financial’s Apollo Global Management APO Stock Holding History

Waddell & Reed Financial’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 Q3	–	Sell	-680,914	Closed	-$34M	–	461
2020 Q2	$34M	Buy	680,914 +308,301	+83%	+$13.5M	0.09%	244
2020 Q1	$12.5M	Buy	+372,613	New	+$16M	0.04%	338
2014 Q3	–	Sell	-1,088,098	Closed	-$30.2M	–	532
2014 Q2	$30.2M	Sell	1,088,098 -5,075,532	-82%	-$138M	0.04%	299
2014 Q1	$196M	Sell	6,163,630 -267,070	-4%	-$8.7M	0.3%	87
2013 Q4	$203M	Sell	6,430,700 -1,481,340	-19%	-$45.9M	0.33%	85
2013 Q3	$224M	Sell	7,912,040 -1,081,980	-12%	-$29M	0.43%	63
2013 Q2	$217M	Buy	+8,994,020	New	+$222M	0.45%	62

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

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

ClearBridge Investments New York $115B AUM 24.78% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Waddell & Reed Financial's APO Position: Q3 2020 in Review

Waddell & Reed Financial sold out of Apollo Global Management (APO) in Q3 2020, closing a stake of 680,914 shares — an estimated $34M sold.

Waddell & Reed Financial first reported a position in APO in Q2 2013 and held it in 7 quarters. The position peaked at $224M in Q3 2013. 374 funds tracked by Wall St. Rank hold APO as of Q3 2020.

Waddell & Reed Financial reported no remaining Apollo Global Management position as of Q3 2020 after selling out during the quarter.
Waddell & Reed Financial sold 680,914 Apollo Global Management shares in Q3 2020, an estimated $34M.
Waddell & Reed Financial first reported a position in Apollo Global Management in Q2 2013 and held it in 7 quarters.
Waddell & Reed Financial's Apollo Global Management position peaked at $224M in Q3 2013.
374 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2020.

Based on Waddell & Reed Financial's 13F filing for Q3 2020, filed 13 Nov 2020.