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Wilks Brothers’s Apollo Global Management APO Stock Holding History

Wilks Brothers’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
2018
Q4 		– Sell
-375,100
Closed -$13M – 23
2018
Q3 		$13M Hold
375,100
– – 1.54% 21
2018
Q2 		$12M Buy
+375,100
New +$11.5M 1.26% 24

Other funds holding APO

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wilks Brothers's APO Position: Q4 2018 in Review

Wilks Brothers sold out of Apollo Global Management (APO) in Q4 2018, closing a stake of 375,100 shares — an estimated $13M sold.

Wilks Brothers first reported a position in APO in Q2 2018 and held it in 2 quarters. The position peaked at $13M in Q3 2018. 194 funds tracked by Wall St. Rank hold APO as of Q4 2018.

  • Wilks Brothers reported no remaining Apollo Global Management position as of Q4 2018 after selling out during the quarter.
  • Wilks Brothers sold 375,100 Apollo Global Management shares in Q4 2018, an estimated $13M.
  • Wilks Brothers first reported a position in Apollo Global Management in Q2 2018 and held it in 2 quarters.
  • Wilks Brothers's Apollo Global Management position peaked at $13M in Q3 2018.
  • 194 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2018.

Based on Wilks Brothers's 13F filing for Q4 2018, filed 13 Feb 2019.