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Longfellow Investment Management’s Apollo Global Management APO Stock Holding History

Longfellow 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
2022
Q3 		– Sell
-2,231
Closed -$109K – 327
2022
Q2 		$109K Hold
2,231
– – 0.02% 215
2022
Q1 		$139K Buy
+2,231
New +$147K 0.02% 237
2021
Q3 		– Sell
-2,231
Closed -$139K – 430
2021
Q2 		$139K Sell
2,231
-1,207
-35% -$66.9K 0.02% 262
2021
Q1 		$162K Buy
+3,438
New +$167K 0.02% 331

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Longfellow Investment Management's APO Position: Q3 2022 in Review

Longfellow Investment Management sold out of Apollo Global Management (APO) in Q3 2022, closing a stake of 2,231 shares — an estimated $109K sold.

Longfellow Investment Management first reported a position in APO in Q1 2021 and held it in 4 quarters. The position peaked at $162K in Q1 2021. 611 funds tracked by Wall St. Rank hold APO as of Q3 2022.

  • Longfellow Investment Management reported no remaining Apollo Global Management position as of Q3 2022 after selling out during the quarter.
  • Longfellow Investment Management sold 2,231 Apollo Global Management shares in Q3 2022, an estimated $109K.
  • Longfellow Investment Management first reported a position in Apollo Global Management in Q1 2021 and held it in 4 quarters.
  • Longfellow Investment Management's Apollo Global Management position peaked at $162K in Q1 2021.
  • 611 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2022.

Based on Longfellow Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.