Reitz Capital Advisors’s Apollo Global Management APO Stock Holding History

Reitz Capital Advisors’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
2024 Q1	$218K	Hold	2,340	–	–	0.39%	21
2023 Q4	$218K	Sell	2,340 -210	-8%	-$18.5K	0.39%	22
2023 Q3	$223K	Sell	2,550 -2,060	-45%	-$173K	0.43%	22
2023 Q2	$354K	Sell	4,610 -195	-4%	-$13K	0.32%	29
2023 Q1	$303K	Buy	4,805 +535	+13%	+$35.8K	0.28%	38
2022 Q4	$272K	Sell	4,270 -875	-17%	-$52K	0.26%	38
2022 Q3	$239K	Buy	5,145 +295	+6%	+$16.2K	0.22%	40
2022 Q2	$235K	Buy	4,850 +568	+13%	+$30.9K	0.21%	47
2022 Q1	$265K	Sell	4,282 -1,438	-25%	-$94.6K	0.19%	47
2021 Q4	$356K	Buy	5,720 +430	+8%	+$31K	0.25%	33
2021 Q3	$326K	Sell	5,290 -430	-8%	-$25.8K	0.24%	33
2021 Q2	$356K	Sell	5,720 -330	-5%	-$18.3K	0.25%	33
2021 Q1	$284K	Sell	6,050 -1,353	-18%	-$65.8K	0.21%	38
2020 Q4	$363K	Buy	7,403 +263	+4%	+$11.7K	0.29%	35
2020 Q3	$320K	Sell	7,140 -3,845	-35%	-$185K	0.29%	39
2020 Q2	$548K	Sell	10,985 -780	-7%	-$34.2K	0.7%	16
2020 Q1	$394K	Buy	+11,765	New	+$505K	0.51%	22

Other funds holding APO

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Reitz Capital Advisors's APO Position: Q1 2024 in Review

Reitz Capital Advisors held its Apollo Global Management (APO) position steady in Q1 2024 at 2,340 shares worth $218K. The position accounts for 0.39% of the portfolio, ranked #21.

Reitz Capital Advisors first reported a position in APO in Q1 2020 and has held it in 17 quarters since. The position peaked at $548K in Q2 2020. 894 funds tracked by Wall St. Rank hold APO as of Q1 2024.

Reitz Capital Advisors held 2,340 shares of Apollo Global Management worth $218K as of Q1 2024.
Reitz Capital Advisors left its Apollo Global Management share count unchanged in Q1 2024.
Apollo Global Management made up 0.39% of Reitz Capital Advisors's portfolio in Q1 2024, its #21 holding.
Reitz Capital Advisors first reported a position in Apollo Global Management in Q1 2020 and has held it in 17 quarters since.
Reitz Capital Advisors's Apollo Global Management position peaked at $548K in Q2 2020.
894 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2024.

Based on Reitz Capital Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.