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Gofen & Glossberg’s Apollo Global Management APO Stock Holding History

Gofen & Glossberg’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 		$10.8M Buy
168,550
+3,953
+2% +$235K 0.28% 84
2022
Q3 		$7.65M Sell
164,597
-235
-0.1% -$12.9K 0.22% 106
2022
Q2 		$7.99M Hold
164,832
– – 0.21% 104
2022
Q1 		$10.2M Buy
+164,832
New +$10.8M 0.23% 94

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
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
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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Gofen & Glossberg's APO Position: Q4 2022 in Review

Gofen & Glossberg increased its Apollo Global Management (APO) stake by 2.4% in Q4 2022, buying an estimated $235K and bringing the position to 168,550 shares worth $10.8M. The position accounts for 0.28% of the portfolio, ranked #84.

Gofen & Glossberg first reported a position in APO in Q1 2022 and has held it in 4 quarters since. 675 funds tracked by Wall St. Rank hold APO as of Q4 2022.

  • Gofen & Glossberg held 168,550 shares of Apollo Global Management worth $10.8M as of Q4 2022.
  • Gofen & Glossberg bought 3,953 Apollo Global Management shares in Q4 2022, an estimated $235K.
  • Apollo Global Management made up 0.28% of Gofen & Glossberg's portfolio in Q4 2022, its #84 holding.
  • Gofen & Glossberg first reported a position in Apollo Global Management in Q1 2022 and has held it in 4 quarters since.
  • 675 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.