Industrial Alliance Investment Management’s Apollo Global Management APO Stock Holding History

Industrial Alliance Investment Management’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
2023 Q2	–	Sell	-90,066	Closed	-$5.69M	–	196
2023 Q1	$5.69M	Buy	90,066 +81,054	+899%	+$5.43M	0.16%	116
2022 Q4	$575K	Hold	9,012	–	–	0.02%	285
2022 Q3	$419K	Hold	9,012	–	–	0.01%	297
2022 Q2	$437K	Sell	9,012 -707	-7%	-$38.5K	0.01%	298
2022 Q1	$602K	Buy	+9,719	New	+$639K	0.01%	301

Other funds holding APO

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Industrial Alliance Investment Management's APO Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Apollo Global Management (APO) in Q2 2023, closing a stake of 90,066 shares — an estimated $5.69M sold.

Industrial Alliance Investment Management first reported a position in APO in Q1 2022 and held it in 5 quarters. The position peaked at $5.69M in Q1 2023. 695 funds tracked by Wall St. Rank hold APO as of Q2 2023.

Industrial Alliance Investment Management reported no remaining Apollo Global Management position as of Q2 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 90,066 Apollo Global Management shares in Q2 2023, an estimated $5.69M.
Industrial Alliance Investment Management first reported a position in Apollo Global Management in Q1 2022 and held it in 5 quarters.
Industrial Alliance Investment Management's Apollo Global Management position peaked at $5.69M in Q1 2023.
695 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.