M&R Capital Management’s Apollo Global Management APO Stock Holding History

M&R Capital 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 Q4	–	Sell	-425	Closed	-$19K	–	607
2022 Q3	$19K	Hold	425	–	–	0.01%	282
2022 Q2	$20K	Hold	425	–	–	0.01%	286
2022 Q1	$26K	Buy	425 +125	+42%	+$8.22K	0.01%	279
2021 Q4	$21K	Hold	300	–	–	﹤0.01%	295
2021 Q3	$18K	Buy	+300	New	+$18K	﹤0.01%	305

Other funds holding APO

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

M&R Capital Management's APO Position: Q4 2022 in Review

M&R Capital Management sold out of Apollo Global Management (APO) in Q4 2022, closing a stake of 425 shares — an estimated $19K sold.

M&R Capital Management first reported a position in APO in Q3 2021 and held it in 5 quarters. The position peaked at $26K in Q1 2022. 675 funds tracked by Wall St. Rank hold APO as of Q4 2022.

M&R Capital Management reported no remaining Apollo Global Management position as of Q4 2022 after selling out during the quarter.
M&R Capital Management sold 425 Apollo Global Management shares in Q4 2022, an estimated $19K.
M&R Capital Management first reported a position in Apollo Global Management in Q3 2021 and held it in 5 quarters.
M&R Capital Management's Apollo Global Management position peaked at $26K in Q1 2022.
675 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2022.

Based on M&R Capital Management's 13F filing for Q4 2022, filed 11 Jan 2023.