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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
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 $5.7T 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return