Westchester Capital Management (New York)’s Apollo Global Management APO Stock Holding History

Westchester Capital Management (New York)’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
2021 Q2	–	Sell	-614,300	Closed	-$28.9M	–	336
2021 Q1	$28.9M	Buy	+614,300	New	+$29.9M	0.8%	24
2020 Q3	–	Sell	-36,500	Closed	-$1.82M	–	190
2020 Q2	$1.82M	Sell	36,500 -14,700	-29%	-$645K	0.08%	96
2020 Q1	$1.72M	Sell	51,200 -91,600	-64%	-$3.93M	0.06%	110
2019 Q4	$6.81M	Buy	142,800 +24,400	+21%	+$1.04M	0.24%	66
2019 Q3	$4.48M	Buy	+118,400	New	+$4.31M	0.17%	81

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Westchester Capital Management (New York)'s APO Position: Q4 2020 in Review

Westchester Capital Management (New York) sold out of Apollo Global Management (APO) in Q4 2020, closing a stake of 27,378 shares — an estimated $1.23M sold.

Westchester Capital Management (New York) first reported a position in APO in Q3 2019 and held it in 5 quarters. The position peaked at $4.57M in Q3 2019. 400 funds tracked by Wall St. Rank hold APO as of Q4 2020.

Westchester Capital Management (New York) reported no remaining Apollo Global Management position as of Q4 2020 after selling out during the quarter.
Westchester Capital Management (New York) sold 27,378 Apollo Global Management shares in Q4 2020, an estimated $1.23M.
Westchester Capital Management (New York) first reported a position in Apollo Global Management in Q3 2019 and held it in 5 quarters.
Westchester Capital Management (New York)'s Apollo Global Management position peaked at $4.57M in Q3 2019.
400 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2020.

Based on Westchester Capital Management (New York)'s 13F filing for Q4 2020, filed 12 Feb 2021.