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Marble Harbor Investment Counsel’s Apollo Global Management APO Stock Holding History

Marble Harbor Investment Counsel’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 		– Sell
-5,700
Closed -$413K – 191
2021
Q4 		$413K Hold
5,700
– – 0.05% 139
2021
Q3 		$351K Hold
5,700
– – 0.05% 146
2021
Q2 		$355K Hold
5,700
– – 0.05% 150
2021
Q1 		$268K Hold
5,700
– – 0.04% 163
2020
Q4 		$279K Hold
5,700
– – 0.04% 151
2020
Q3 		$255K Sell
5,700
-1,200
-17% -$57.7K 0.04% 143
2020
Q2 		$344K Sell
6,900
-300
-4% -$13.2K 0.06% 123
2020
Q1 		$241K Sell
7,200
-750
-9% -$32.2K 0.05% 132
2019
Q4 		$379K Buy
+7,950
New +$339K 0.06% 125

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 $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return