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IBM Retirement Fund’s Apollo Global Management APO Stock Holding History

IBM Retirement Fund’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 		– Sell
-3,933
Closed -$285K – 508
2021
Q4 		$285K Sell
3,933
-1,130
-22% -$81.5K 0.04% 446
2021
Q3 		$312K Hold
5,063
– – 0.02% 563
2021
Q2 		$315K Sell
5,063
-737
-13% -$40.9K 0.02% 567
2021
Q1 		$273K Sell
5,800
-574
-9% -$27.9K 0.02% 655
2020
Q4 		$312K Buy
6,374
+832
+15% +$37.1K 0.02% 590
2020
Q3 		$248K Buy
+5,542
New +$267K 0.02% 581

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
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

IBM Retirement Fund's APO Position: Q1 2022 in Review

IBM Retirement Fund sold out of Apollo Global Management (APO) in Q1 2022, closing a stake of 3,933 shares — an estimated $285K sold.

IBM Retirement Fund first reported a position in APO in Q3 2020 and held it in 6 quarters. The position peaked at $315K in Q2 2021. 616 funds tracked by Wall St. Rank hold APO as of Q1 2022.

  • IBM Retirement Fund reported no remaining Apollo Global Management position as of Q1 2022 after selling out during the quarter.
  • IBM Retirement Fund sold 3,933 Apollo Global Management shares in Q1 2022, an estimated $285K.
  • IBM Retirement Fund first reported a position in Apollo Global Management in Q3 2020 and held it in 6 quarters.
  • IBM Retirement Fund's Apollo Global Management position peaked at $315K in Q2 2021.
  • 616 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2022.

Based on IBM Retirement Fund's 13F filing for Q1 2022, filed 14 Apr 2022.