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Albion Financial Group’s Apollo Global Management APO Stock Holding History

Albion Financial Group’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
2022
Q3 		– Sell
-2
Closed – – 444
2022
Q2 		$0 Hold
2
– – ﹤0.01% 530
2022
Q1 		$0 Sell
2
-2
-50% -$132 ﹤0.01% 590
2021
Q4 		$0 Buy
+4
New +$289 ﹤0.01% 611

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Albion Financial Group's APO Position: Q3 2022 in Review

Albion Financial Group sold out of Apollo Global Management (APO) in Q3 2022, closing a stake of 2 shares.

Albion Financial Group first reported a position in APO in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 610 funds tracked by Wall St. Rank hold APO as of Q3 2022.

  • Albion Financial Group reported no remaining Apollo Global Management position as of Q3 2022 after selling out during the quarter.
  • Albion Financial Group sold 2 Apollo Global Management shares in Q3 2022.
  • Albion Financial Group first reported a position in Apollo Global Management in Q4 2021 and held it in 3 quarters.
  • Albion Financial Group's Apollo Global Management position peaked at $0 in Q2 2022.
  • 610 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2022.

Based on Albion Financial Group's 13F filing for Q3 2022, filed 27 Oct 2022.