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Kelly Financial Services’s Apollo Global Management APO Stock Holding History

Kelly Financial Services’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
2021
Q1 		– Sell
-76
Closed -$3.72K – 641
2020
Q4 		$3.72K Buy
+76
New +$3.39K ﹤0.01% 408

Other funds holding APO

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
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 $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

Kelly Financial Services's APO Position: Q1 2021 in Review

Kelly Financial Services sold out of Apollo Global Management (APO) in Q1 2021, closing a stake of 76 shares — an estimated $3.72K sold.

Kelly Financial Services first reported a position in APO in Q4 2020 and held it in 1 quarter. The position peaked at $3.72K in Q4 2020. 440 funds tracked by Wall St. Rank hold APO as of Q1 2021.

  • Kelly Financial Services reported no remaining Apollo Global Management position as of Q1 2021 after selling out during the quarter.
  • Kelly Financial Services sold 76 Apollo Global Management shares in Q1 2021, an estimated $3.72K.
  • Kelly Financial Services first reported a position in Apollo Global Management in Q4 2020 and held it in 1 quarter.
  • Kelly Financial Services's Apollo Global Management position peaked at $3.72K in Q4 2020.
  • 440 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2021.

Based on Kelly Financial Services's 13F filing for Q1 2021, filed 17 Jul 2024.