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Howard Marks

Oaktree Capital Management

Howard Marks APOLLO GLOBAL MANAGEMENT - A stake

total: 853

Oaktree Capital Management APO-OLD trades

Total transactions:
9
New positions:
2
Sold out:
2
Added:
2
Reduced:
3
Held since:
2015 Q4
Held for:
4 quarters
Latest activity:
2016 Q4
According to 2026 Q2 report, Howard Marks doesn't hold any APOLLO GLOBAL MANAGEMENT - A (APO-OLD) shares. Oaktree Capital Management has held APO-OLD since at least 2013 Q2 with about 1.25M shares in our earliest available record. Howard Marks later completely sold out the position and invested in APOLLO GLOBAL MANAGEMENT - A again in 2015 Q4. Since at least 2013 Q2, Oaktree Capital Management has made 8 more transactions.

When did Howard Marks sell APOLLO GLOBAL MANAGEMENT - A (APO-OLD)?

Howard Marks sold off the entire APOLLO GLOBAL MANAGEMENT - A (APO-OLD) position in 2016 Q4.

Estimated cost basis*

Weighted AVG buy price:
$15.18
Weighted AVG sell price:
$17.96

Howard Marks's historical trades in APOLLO GLOBAL MANAGEMENT - A

9 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2016 Q4
0.00%
$17.96
-100% (-353,842)
2015 Q4
0.07%
$15.18
new
2015 Q3
0.00%
$22.15
-100% (-1,000,000)
2014 Q3
0.39%
$23.84
-10.51% (-117,500)
2014 Q2
0.54%
$27.72
+69.32% (+457,500)
2014 Q1
0.40%
$31.80
+32.00% (+160,000)
2013 Q4
0.29%
$31.61
-50.00% (-500,000)
2013 Q3
0.54%
$28.26
-20.00% (-250,000)
2013 Q2
0.61%
$24.10
new or own*
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.