IF
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Intrua Financial’s Apollo Global Management APO Stock Holding History

Intrua Financial’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
-5,254
Closed -$381K – 379
2021
Q4 		$381K Hold
5,254
– – 0.07% 262
2021
Q3 		$407K Buy
5,254
+150
+3% +$9.02K 0.08% 246
2021
Q2 		$303K Hold
5,104
– – 0.07% 224
2021
Q1 		$282K Hold
5,104
– – 0.07% 233
2020
Q4 		$250K Hold
5,104
– – 0.11% 173
2020
Q3 		$226K Sell
5,104
-1,229
-19% -$59.1K 0.11% 174
2020
Q2 		$307K Buy
+6,333
New +$278K 0.12% 174

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BlackRock
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Capital International Investors
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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
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BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return