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Chartwell Investment Partners’s Apollo Global Management APO Stock Holding History

Chartwell Investment Partners’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
-26,866
Closed -$1.3M – 414
2022
Q2 		$1.3M Sell
26,866
-1,588
-6% -$86.4K 0.05% 327
2022
Q1 		$1.76M Sell
28,454
-18,016
-39% -$1.18M 0.06% 322
2021
Q4 		$3.37M Buy
+46,470
New +$3.35M 0.1% 253

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
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
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

Chartwell Investment Partners's APO Position: Q3 2022 in Review

Chartwell Investment Partners sold out of Apollo Global Management (APO) in Q3 2022, closing a stake of 26,866 shares — an estimated $1.3M sold.

Chartwell Investment Partners first reported a position in APO in Q4 2021 and held it in 3 quarters. The position peaked at $3.37M in Q4 2021. 610 funds tracked by Wall St. Rank hold APO as of Q3 2022.

  • Chartwell Investment Partners reported no remaining Apollo Global Management position as of Q3 2022 after selling out during the quarter.
  • Chartwell Investment Partners sold 26,866 Apollo Global Management shares in Q3 2022, an estimated $1.3M.
  • Chartwell Investment Partners first reported a position in Apollo Global Management in Q4 2021 and held it in 3 quarters.
  • Chartwell Investment Partners's Apollo Global Management position peaked at $3.37M in Q4 2021.
  • 610 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2022.

Based on Chartwell Investment Partners's 13F filing for Q3 2022, filed 27 Oct 2022.