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

Midwest 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
2022
Q1 		$249K Hold
4,023
– – 0.15% 93
2021
Q4 		$291K Hold
4,023
– – 0.18% 85
2021
Q3 		$248K Sell
4,023
-433
-10% -$26K 0.17% 90
2021
Q2 		$277K Buy
+4,456
New +$247K 0.2% 87

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
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

Midwest Wealth Management's APO Position: Q1 2022 in Review

Midwest Wealth Management held its Apollo Global Management (APO) position steady in Q1 2022 at 4,023 shares worth $249K. The position accounts for 0.15% of the portfolio, ranked #93.

Midwest Wealth Management first reported a position in APO in Q2 2021 and has held it in 4 quarters since. The position peaked at $291K in Q4 2021. 616 funds tracked by Wall St. Rank hold APO as of Q1 2022.

  • Midwest Wealth Management held 4,023 shares of Apollo Global Management worth $249K as of Q1 2022.
  • Midwest Wealth Management left its Apollo Global Management share count unchanged in Q1 2022.
  • Apollo Global Management made up 0.15% of Midwest Wealth Management's portfolio in Q1 2022, its #93 holding.
  • Midwest Wealth Management first reported a position in Apollo Global Management in Q2 2021 and has held it in 4 quarters since.
  • Midwest Wealth Management's Apollo Global Management position peaked at $291K in Q4 2021.
  • 616 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.