Bollard Group’s Apollo Global Management APO Stock Holding History

Bollard 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
2023 Q3	–	Sell	-37	Closed	-$3K	–	379
2023 Q2	$3K	Buy	+37	New	+$2.47K	﹤0.01%	455

Other funds holding APO

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Bollard Group's APO Position: Q3 2023 in Review

Bollard Group sold out of Apollo Global Management (APO) in Q3 2023, closing a stake of 37 shares — an estimated $3K sold.

Bollard Group first reported a position in APO in Q2 2023 and held it in 1 quarter. The position peaked at $3K in Q2 2023. 760 funds tracked by Wall St. Rank hold APO as of Q3 2023.

Bollard Group reported no remaining Apollo Global Management position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 37 Apollo Global Management shares in Q3 2023, an estimated $3K.
Bollard Group first reported a position in Apollo Global Management in Q2 2023 and held it in 1 quarter.
Bollard Group's Apollo Global Management position peaked at $3K in Q2 2023.
760 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.