Whitener Capital Management’s Apollo Global Management APO Stock Holding History

Whitener 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
2019 Q4	–	Sell	-400	Closed	-$15K	–	158
2019 Q3	$15K	Hold	400	–	–	0.01%	318
2019 Q2	$13K	Hold	400	–	–	0.01%	318
2019 Q1	$11K	Hold	400	–	–	0.01%	325
2018 Q4	$9K	Hold	400	–	–	0.01%	322
2018 Q3	$13K	Buy	+400	New	+$13.9K	0.01%	307
2018 Q2	–	Sell	-400	Closed	-$11K	–	139
2018 Q1	$11K	Hold	400	–	–	0.01%	323
2017 Q4	$13K	Buy	+400	New	+$12.5K	0.01%	296

Other funds holding APO

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Whitener Capital Management's APO Position: Q4 2019 in Review

Whitener Capital Management sold out of Apollo Global Management (APO) in Q4 2019, closing a stake of 400 shares — an estimated $15K sold.

Whitener Capital Management first reported a position in APO in Q4 2017 and held it in 7 quarters. The position peaked at $15K in Q3 2019. 318 funds tracked by Wall St. Rank hold APO as of Q4 2019.

Whitener Capital Management reported no remaining Apollo Global Management position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 400 Apollo Global Management shares in Q4 2019, an estimated $15K.
Whitener Capital Management first reported a position in Apollo Global Management in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's Apollo Global Management position peaked at $15K in Q3 2019.
318 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.