Ownership history in MSA Advisors, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which MSA Advisors, LLC reported a position in APOLLO GLOBAL MGMT INC (APO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MSA Advisors, LLC outperformed the S&P 500 by +2.7% annually on this APO position. Timing score: 100% (6/6 decisions correct). Average cost basis: $124.86. Maximum drawdown during holding period: β18.5%.
β
Outperformed SPY on this position by 2.7% ann.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
6 of 6 add/trim decisions correct
Best entry: $109.23 (2024 Q1) Β· Worst: $134.87 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 3 trims. Bought during 1 of 2 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 31.16% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size