Carroll Financial Associates’s Apollo Global Management APO Stock Holding History

Carroll Financial Associates’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 Q4	$43K	Buy	582 +24	+4%	+$1.73K	﹤0.01%	759
2021 Q3	$34K	Buy	558 +19	+4%	+$1.14K	﹤0.01%	847
2021 Q2	$33K	Buy	539 +139	+35%	+$7.71K	﹤0.01%	937
2021 Q1	$18K	Hold	400	–	–	﹤0.01%	1055
2020 Q4	$19K	Buy	400 +82	+26%	+$3.66K	﹤0.01%	932
2020 Q3	$14K	Hold	318	–	–	﹤0.01%	950
2020 Q2	$15K	Hold	318	–	–	﹤0.01%	921
2020 Q1	$10K	Buy	318 +25	+9%	+$1.07K	﹤0.01%	927
2019 Q4	$13K	Buy	293 +67	+30%	+$2.86K	﹤0.01%	978
2019 Q3	$8K	Buy	+226	New	+$8.22K	﹤0.01%	1057

Other funds holding APO

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

BlackRock New York $6.73T AUM 46.02% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Carroll Financial Associates's APO Position: Q4 2021 in Review

Carroll Financial Associates increased its Apollo Global Management (APO) stake by 4.3% in Q4 2021, buying an estimated $1.73K and bringing the position to 582 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Carroll Financial Associates first reported a position in APO in Q3 2019 and has held it in 10 quarters since. 497 funds tracked by Wall St. Rank hold APO as of Q4 2021.

Carroll Financial Associates held 582 shares of Apollo Global Management worth $43K as of Q4 2021.
Carroll Financial Associates bought 24 Apollo Global Management shares in Q4 2021, an estimated $1.73K.
Apollo Global Management made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #759 holding.
Carroll Financial Associates first reported a position in Apollo Global Management in Q3 2019 and has held it in 10 quarters since.
497 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.