Elevated Capital Advisors’s Apollo Global Management APO Stock Holding History

Elevated Capital Advisors’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 Q1	$957K	Buy	+15,432	New	+$1.01M	0.32%	101
2021 Q3	$969K	Buy	+15,726	New	+$945K	0.33%	94
2021 Q1	$1.56M	Sell	30,321 -1,602	-5%	-$77.9K	0.6%	52
2020 Q4	$1.56M	Sell	31,923 -1,598	-5%	-$71.3K	0.68%	46
2020 Q3	$1.47M	Buy	33,521 +1,193	+4%	+$57.4K	0.69%	45
2020 Q2	$1.57M	Buy	+32,328	New	+$1.42M	0.74%	37

Other funds holding APO

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Elevated Capital Advisors's APO Position: Q1 2022 in Review

Elevated Capital Advisors opened a new position in Apollo Global Management (APO) in Q1 2022: 15,432 shares worth $957K. The stake represents 0.32% of the portfolio and ranks #101 among its holdings. This is a return to the name: Elevated Capital Advisors previously reported a position in APO as recently as Q3 2021.

Elevated Capital Advisors first reported a position in APO in Q2 2020 and has held it in 6 quarters since. The position peaked at $1.57M in Q2 2020. 616 funds tracked by Wall St. Rank hold APO as of Q1 2022.

Elevated Capital Advisors held 15,432 shares of Apollo Global Management worth $957K as of Q1 2022.
Apollo Global Management was a new Elevated Capital Advisors position in Q1 2022.
Apollo Global Management made up 0.32% of Elevated Capital Advisors's portfolio in Q1 2022, its #101 holding.
Elevated Capital Advisors first reported a position in Apollo Global Management in Q2 2020 and has held it in 6 quarters since.
Elevated Capital Advisors's Apollo Global Management position peaked at $1.57M in Q2 2020.
616 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2022.

Based on Elevated Capital Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.