Clifford Swan Investment Counsel’s Apollo Global Management APO Stock Holding History

Clifford Swan Investment Counsel’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 Q4	–	Sell	-18,354	Closed	-$853K	–	304
2022 Q3	$853K	Hold	18,354	–	–	0.04%	173
2022 Q2	$890K	Buy	18,354 +121	+0.7%	+$6.58K	0.04%	178
2022 Q1	$1.13M	Buy	18,233 +63	+0.3%	+$4.14K	0.04%	172
2021 Q4	$1.32M	Buy	18,170 +123	+0.7%	+$8.87K	0.05%	167
2021 Q3	$1.38M	Buy	18,047 +152	+0.8%	+$9.13K	0.05%	166
2021 Q2	$1.09M	Buy	17,895 +152	+0.9%	+$8.43K	0.04%	176
2021 Q1	$834K	Buy	+17,743	New	+$863K	0.03%	187

Other funds holding APO

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

EIG

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

Clifford Swan Investment Counsel's APO Position: Q4 2022 in Review

Clifford Swan Investment Counsel sold out of Apollo Global Management (APO) in Q4 2022, closing a stake of 18,354 shares — an estimated $853K sold.

Clifford Swan Investment Counsel first reported a position in APO in Q1 2021 and held it in 7 quarters. The position peaked at $1.38M in Q3 2021. 675 funds tracked by Wall St. Rank hold APO as of Q4 2022.

Clifford Swan Investment Counsel reported no remaining Apollo Global Management position as of Q4 2022 after selling out during the quarter.
Clifford Swan Investment Counsel sold 18,354 Apollo Global Management shares in Q4 2022, an estimated $853K.
Clifford Swan Investment Counsel first reported a position in Apollo Global Management in Q1 2021 and held it in 7 quarters.
Clifford Swan Investment Counsel's Apollo Global Management position peaked at $1.38M in Q3 2021.
675 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2022.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2022, filed 3 Feb 2023.