API
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Advisor Partners II’s Apollo Global Management APO Stock Holding History

Advisor Partners II’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
2023
Q3 		$1.82M Sell
20,302
-552
-3% -$46.4K 0.07% 297
2023
Q2 		$1.6M Buy
20,854
+12,138
+139% +$812K 0.08% 269
2023
Q1 		$551K Buy
+8,716
New +$584K 0.03% 531

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Advisor Partners II's APO Position: Q3 2023 in Review

Advisor Partners II reduced its Apollo Global Management (APO) stake by 2.6% in Q3 2023, selling an estimated $46.4K and leaving 20,302 shares worth $1.82M. The position accounts for 0.07% of the portfolio, ranked #297.

Advisor Partners II first reported a position in APO in Q1 2023 and has held it in 3 quarters since. 760 funds tracked by Wall St. Rank hold APO as of Q3 2023.

  • Advisor Partners II held 20,302 shares of Apollo Global Management worth $1.82M as of Q3 2023.
  • Advisor Partners II sold 552 Apollo Global Management shares in Q3 2023, an estimated $46.4K.
  • Apollo Global Management made up 0.07% of Advisor Partners II's portfolio in Q3 2023, its #297 holding.
  • Advisor Partners II first reported a position in Apollo Global Management in Q1 2023 and has held it in 3 quarters since.
  • 760 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.