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Bel Air Investment Advisors’s Apollo Global Management APO Stock Holding History

Bel Air Investment Advisors’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
2021
Q2 		$2.52M Buy
40,460
+8,750
+28% +$485K 0.08% 111
2021
Q1 		$1.49M Buy
+31,710
New +$1.54M 0.05% 151

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bel Air Investment Advisors's APO Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Apollo Global Management (APO) stake by 28% in Q2 2021, buying an estimated $485K and bringing the position to 40,460 shares worth $2.52M. The position accounts for 0.08% of the portfolio, ranked #111.

Bel Air Investment Advisors first reported a position in APO in Q1 2021 and has held it in 2 quarters since. 448 funds tracked by Wall St. Rank hold APO as of Q2 2021.

  • Bel Air Investment Advisors held 40,460 shares of Apollo Global Management worth $2.52M as of Q2 2021.
  • Bel Air Investment Advisors bought 8,750 Apollo Global Management shares in Q2 2021, an estimated $485K.
  • Apollo Global Management made up 0.08% of Bel Air Investment Advisors's portfolio in Q2 2021, its #111 holding.
  • Bel Air Investment Advisors first reported a position in Apollo Global Management in Q1 2021 and has held it in 2 quarters since.
  • 448 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.