Apogem Capital’s Apollo Global Management APO Stock Holding History

Apogem Capital’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 Q4	–	Sell	-9,573	Closed	-$445K	–	7
2022 Q3	$445K	Sell	9,573 -1,034	-10%	-$56.8K	0.44%	74
2022 Q2	$514K	Buy	10,607 +2,414	+29%	+$131K	0.46%	71
2022 Q1	$508K	Buy	+8,193	New	+$539K	0.35%	95

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Apogem Capital's APO Position: Q4 2022 in Review

Apogem Capital sold out of Apollo Global Management (APO) in Q4 2022, closing a stake of 9,573 shares — an estimated $445K sold.

Apogem Capital first reported a position in APO in Q1 2022 and held it in 3 quarters. The position peaked at $514K in Q2 2022. 674 funds tracked by Wall St. Rank hold APO as of Q4 2022.

Apogem Capital reported no remaining Apollo Global Management position as of Q4 2022 after selling out during the quarter.
Apogem Capital sold 9,573 Apollo Global Management shares in Q4 2022, an estimated $445K.
Apogem Capital first reported a position in Apollo Global Management in Q1 2022 and held it in 3 quarters.
Apogem Capital's Apollo Global Management position peaked at $514K in Q2 2022.
674 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2022.

Based on Apogem Capital's 13F filing for Q4 2022, filed 13 Feb 2023.