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Winslow Evans & Crocker’s Apollo Global Management APO Stock Holding History

Winslow Evans & Crocker’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
Q4 		$211K Buy
4,305
+556
+15% +$24.8K 0.04% 325
2020
Q3 		$168K Sell
3,749
-55
-1% -$2.65K 0.04% 292
2020
Q2 		$190K Sell
3,804
-632
-14% -$27.7K 0.05% 276
2020
Q1 		$150K Sell
4,436
-7,100
-62% -$305K 0.05% 272
2019
Q4 		$552K Buy
11,536
+7,156
+163% +$305K 0.14% 151
2019
Q3 		$166K Hold
4,380
– – 0.05% 307
2019
Q2 		$152K Sell
4,380
-510
-10% -$16.2K 0.04% 325
2019
Q1 		$140K Sell
4,890
-400
-8% -$11.4K 0.04% 325
2018
Q4 		$130K Hold
5,290
– – 0.04% 317
2018
Q3 		$184K Sell
5,290
-408
-7% -$14.2K 0.06% 274
2018
Q2 		$182K Sell
5,698
-7,526
-57% -$230K 0.06% 271
2018
Q1 		$392K Sell
13,224
-74
-0.6% -$2.49K 0.13% 166
2017
Q4 		$445K Buy
13,298
+478
+4% +$15K 0.14% 154
2017
Q3 		$386K Sell
12,820
-5,477
-30% -$158K 0.13% 169
2017
Q2 		$484K Buy
18,297
+10,437
+133% +$278K 0.13% 177
2017
Q1 		$191K Sell
7,860
-710
-8% -$15.8K 0.06% 300
2016
Q4 		$166K Hold
8,570
– – 0.05% 313
2016
Q3 		$154K Sell
8,570
-406
-5% -$7.12K 0.04% 331
2016
Q2 		$136K Sell
8,976
-1,041
-10% -$17.1K 0.04% 327
2016
Q1 		$171K Sell
10,017
-1,583
-14% -$23.7K 0.05% 292
2015
Q4 		$176K Sell
11,600
-562
-5% -$9.61K 0.05% 312
2015
Q3 		$209K Sell
12,162
-252
-2% -$5.02K 0.07% 265
2015
Q2 		$275K Sell
12,414
-12,256
-50% -$269K 0.08% 249
2015
Q1 		$533K Hold
24,670
– – 0.15% 151
2014
Q4 		$582K Buy
+24,670
New +$569K 0.17% 136

Other funds holding APO

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Winslow Evans & Crocker's APO Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Apollo Global Management (APO) stake by 15% in Q4 2020, buying an estimated $24.8K and bringing the position to 4,305 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #325.

Winslow Evans & Crocker first reported a position in APO in Q4 2014 and has held it in 25 quarters since. The position peaked at $582K in Q4 2014. 399 funds tracked by Wall St. Rank hold APO as of Q4 2020.

  • Winslow Evans & Crocker held 4,305 shares of Apollo Global Management worth $211K as of Q4 2020.
  • Winslow Evans & Crocker bought 556 Apollo Global Management shares in Q4 2020, an estimated $24.8K.
  • Apollo Global Management made up 0.04% of Winslow Evans & Crocker's portfolio in Q4 2020, its #325 holding.
  • Winslow Evans & Crocker first reported a position in Apollo Global Management in Q4 2014 and has held it in 25 quarters since.
  • Winslow Evans & Crocker's Apollo Global Management position peaked at $582K in Q4 2014.
  • 399 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.