Berman Capital Advisors’s Apollo Global Management APO Stock Holding History

Berman Capital 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 Q3	$42K	Buy	687 +281	+69%	+$16.9K	0.01%	737
2021 Q2	$25K	Buy	406 +306	+306%	+$17K	﹤0.01%	821
2021 Q1	$4K	Buy	+100	New	+$4.87K	﹤0.01%	1309

Other funds holding APO

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Berman Capital Advisors's APO Position: Q3 2021 in Review

Berman Capital Advisors increased its Apollo Global Management (APO) stake by 69% in Q3 2021, buying an estimated $16.9K and bringing the position to 687 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #737.

Berman Capital Advisors first reported a position in APO in Q1 2021 and has held it in 3 quarters since. 495 funds tracked by Wall St. Rank hold APO as of Q3 2021.

Berman Capital Advisors held 687 shares of Apollo Global Management worth $42K as of Q3 2021.
Berman Capital Advisors bought 281 Apollo Global Management shares in Q3 2021, an estimated $16.9K.
Apollo Global Management made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #737 holding.
Berman Capital Advisors first reported a position in Apollo Global Management in Q1 2021 and has held it in 3 quarters since.
495 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.