Kore Private Wealth’s Apollo Global Management APO Stock Holding History

Kore Private Wealth’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 Q3	$361K	Buy	7,761 +8	+0.1%	+$439	0.07%	161
2022 Q2	$376K	Buy	7,753 +8	+0.1%	+$435	0.06%	189
2022 Q1	$480K	Buy	+7,745	New	+$509K	0.06%	175
2020 Q3	–	Sell	-2,495	Closed	-$124K	–	319
2020 Q2	$124K	Buy	2,495 +9	+0.4%	+$395	0.03%	304
2020 Q1	$83K	Buy	2,486 +1,383	+125%	+$59.4K	0.02%	337
2019 Q4	$53K	Buy	+1,103	New	+$47.1K	0.01%	469
2019 Q2	–	Sell	-1,103	Closed	-$31K	–	266
2019 Q1	$31K	Hold	1,103	–	–	0.01%	452
2018 Q4	$27K	Buy	+1,103	New	+$31.7K	0.01%	452

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

Morgan Stanley New York $1.66T AUM 25.57% 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

BWA

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Kore Private Wealth's APO Position: Q3 2022 in Review

Kore Private Wealth increased its Apollo Global Management (APO) stake by 0.1% in Q3 2022, buying an estimated $439 and bringing the position to 7,761 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #161.

Kore Private Wealth first reported a position in APO in Q4 2018 and has held it in 8 quarters since. The position peaked at $480K in Q1 2022. 611 funds tracked by Wall St. Rank hold APO as of Q3 2022.

Kore Private Wealth held 7,761 shares of Apollo Global Management worth $361K as of Q3 2022.
Kore Private Wealth bought 8 Apollo Global Management shares in Q3 2022, an estimated $439.
Apollo Global Management made up 0.07% of Kore Private Wealth's portfolio in Q3 2022, its #161 holding.
Kore Private Wealth first reported a position in Apollo Global Management in Q4 2018 and has held it in 8 quarters since.
Kore Private Wealth's Apollo Global Management position peaked at $480K in Q1 2022.
611 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.