Cambridge Trust’s Apollo Global Management APO Stock Holding History

Cambridge Trust’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	–	Sell	-693	Closed	-$34K	–	842
2022 Q2	$34K	Buy	+693	New	+$37.7K	﹤0.01%	537
2022 Q1	–	Sell	-706	Closed	-$51K	–	925
2021 Q4	$51K	Buy	+706	New	+$50.9K	﹤0.01%	522

Other funds holding APO

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Cambridge Trust's APO Position: Q3 2022 in Review

Cambridge Trust sold out of Apollo Global Management (APO) in Q3 2022, closing a stake of 693 shares — an estimated $34K sold.

Cambridge Trust first reported a position in APO in Q4 2021 and held it in 2 quarters. The position peaked at $51K in Q4 2021. 610 funds tracked by Wall St. Rank hold APO as of Q3 2022.

Cambridge Trust reported no remaining Apollo Global Management position as of Q3 2022 after selling out during the quarter.
Cambridge Trust sold 693 Apollo Global Management shares in Q3 2022, an estimated $34K.
Cambridge Trust first reported a position in Apollo Global Management in Q4 2021 and held it in 2 quarters.
Cambridge Trust's Apollo Global Management position peaked at $51K in Q4 2021.
610 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2022.

Based on Cambridge Trust's 13F filing for Q3 2022, filed 8 Nov 2022.