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Aperio Group’s Apollo Global Management APO Stock Holding History

Aperio 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
2020
Q4 		$284K Buy
5,807
+167
+3% +$7.46K ﹤0.01% 2202
2020
Q3 		$252K Hold
5,640
– – ﹤0.01% 2137
2020
Q2 		$282K Buy
+5,640
New +$248K ﹤0.01% 2053
2020
Q1 		– Sell
-11,366
Closed -$542K – 2338
2019
Q4 		$542K Buy
+11,366
New +$485K ﹤0.01% 1752

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

Aperio Group's APO Position: Q4 2020 in Review

Aperio Group increased its Apollo Global Management (APO) stake by 3% in Q4 2020, buying an estimated $7.46K and bringing the position to 5,807 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

Aperio Group first reported a position in APO in Q4 2019 and has held it in 4 quarters since. The position peaked at $542K in Q4 2019. 400 funds tracked by Wall St. Rank hold APO as of Q4 2020.

  • Aperio Group held 5,807 shares of Apollo Global Management worth $284K as of Q4 2020.
  • Aperio Group bought 167 Apollo Global Management shares in Q4 2020, an estimated $7.46K.
  • Apollo Global Management made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2202 holding.
  • Aperio Group first reported a position in Apollo Global Management in Q4 2019 and has held it in 4 quarters since.
  • Aperio Group's Apollo Global Management position peaked at $542K in Q4 2019.
  • 400 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.