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Balasa Dinverno & Foltz’s Apollo Global Management APO Stock Holding History

Balasa Dinverno & Foltz’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 		$943K Sell
20,290
-667
-3% -$36.6K 0.06% 132
2022
Q2 		$1.02M Sell
20,957
-4,225
-17% -$230K 0.06% 127
2022
Q1 		$1.56M Buy
+25,182
New +$1.66M 0.11% 90

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

Balasa Dinverno & Foltz's APO Position: Q3 2022 in Review

Balasa Dinverno & Foltz reduced its Apollo Global Management (APO) stake by 3.2% in Q3 2022, selling an estimated $36.6K and leaving 20,290 shares worth $943K. The position accounts for 0.06% of the portfolio, ranked #132.

Balasa Dinverno & Foltz first reported a position in APO in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.56M in Q1 2022. 610 funds tracked by Wall St. Rank hold APO as of Q3 2022.

  • Balasa Dinverno & Foltz held 20,290 shares of Apollo Global Management worth $943K as of Q3 2022.
  • Balasa Dinverno & Foltz sold 667 Apollo Global Management shares in Q3 2022, an estimated $36.6K.
  • Apollo Global Management made up 0.06% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #132 holding.
  • Balasa Dinverno & Foltz first reported a position in Apollo Global Management in Q1 2022 and has held it in 3 quarters since.
  • Balasa Dinverno & Foltz's Apollo Global Management position peaked at $1.56M in Q1 2022.
  • 610 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.