Lenox Wealth Advisors’s Apollo Global Management APO Stock Holding History

Lenox Wealth Advisors’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	$58K	Hold	1,000	–	–	0.01%	234
2021 Q4	$72K	Buy	+1,000	New	+$72.1K	0.01%	209
2018 Q3	–	Sell	-1,000	Closed	-$32K	–	411
2018 Q2	$32K	Buy	+1,000	New	+$30.6K	0.01%	184

Other funds holding APO

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Lenox Wealth Advisors's APO Position: Q1 2022 in Review

Lenox Wealth Advisors held its Apollo Global Management (APO) position steady in Q1 2022 at 1,000 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #234.

Lenox Wealth Advisors first reported a position in APO in Q2 2018 and has held it in 3 quarters since. The position peaked at $72K in Q4 2021. 616 funds tracked by Wall St. Rank hold APO as of Q1 2022.

Lenox Wealth Advisors held 1,000 shares of Apollo Global Management worth $58K as of Q1 2022.
Lenox Wealth Advisors left its Apollo Global Management share count unchanged in Q1 2022.
Apollo Global Management made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #234 holding.
Lenox Wealth Advisors first reported a position in Apollo Global Management in Q2 2018 and has held it in 3 quarters since.
Lenox Wealth Advisors's Apollo Global Management position peaked at $72K in Q4 2021.
616 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.