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Madison Wealth Management’s Apollo Global Management APO Stock Holding History

Madison Wealth 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
2023
Q3 		$992K Buy
11,048
+7,748
+235% +$651K 0.21% 93
2023
Q2 		$253K Buy
+3,300
New +$221K 0.05% 143

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Madison Wealth Management's APO Position: Q3 2023 in Review

Madison Wealth Management increased its Apollo Global Management (APO) stake by 235% in Q3 2023, buying an estimated $651K and bringing the position to 11,048 shares worth $992K. The position accounts for 0.21% of the portfolio, ranked #93.

Madison Wealth Management first reported a position in APO in Q2 2023 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold APO as of Q3 2023.

  • Madison Wealth Management held 11,048 shares of Apollo Global Management worth $992K as of Q3 2023.
  • Madison Wealth Management bought 7,748 Apollo Global Management shares in Q3 2023, an estimated $651K.
  • Apollo Global Management made up 0.21% of Madison Wealth Management's portfolio in Q3 2023, its #93 holding.
  • Madison Wealth Management first reported a position in Apollo Global Management in Q2 2023 and has held it in 2 quarters since.
  • 759 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.