Winfield Associates’s Apollo Global Management APO Stock Holding History

Winfield Associates’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 Q1	–	Sell	-350	Closed	-$12K	–	148
2017 Q4	$12K	Hold	350	–	–	0.01%	400
2017 Q3	$11K	Hold	350	–	–	0.01%	401
2017 Q2	$9K	Hold	350	–	–	0.01%	415
2017 Q1	$9K	Hold	350	–	–	0.01%	398
2016 Q4	$7K	Hold	350	–	–	﹤0.01%	391
2016 Q3	$6K	Hold	350	–	–	﹤0.01%	379
2016 Q2	$5K	Hold	350	–	–	﹤0.01%	393
2016 Q1	$6K	Hold	350	–	–	﹤0.01%	365
2015 Q4	$5K	Hold	350	–	–	﹤0.01%	265
2015 Q3	$6K	Hold	350	–	–	﹤0.01%	264
2015 Q2	$8K	Hold	350	–	–	0.01%	239
2015 Q1	$8K	Buy	+350	New	+$8.16K	0.01%	245

Other funds holding APO

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Winfield Associates's APO Position: Q1 2018 in Review

Winfield Associates sold out of Apollo Global Management (APO) in Q1 2018, closing a stake of 350 shares — an estimated $12K sold.

Winfield Associates first reported a position in APO in Q1 2015 and held it in 12 quarters. The position peaked at $12K in Q4 2017. 236 funds tracked by Wall St. Rank hold APO as of Q1 2018.

Winfield Associates reported no remaining Apollo Global Management position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 350 Apollo Global Management shares in Q1 2018, an estimated $12K.
Winfield Associates first reported a position in Apollo Global Management in Q1 2015 and held it in 12 quarters.
Winfield Associates's Apollo Global Management position peaked at $12K in Q4 2017.
236 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.