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Roosevelt Investment Group’s Apollo Global Management APO Stock Holding History

Roosevelt Investment Group’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
2021
Q4 		– Sell
-3,481
Closed -$214K – 290
2021
Q3 		$214K Hold
3,481
– – 0.01% 232
2021
Q2 		$217K Buy
+3,481
New +$193K 0.01% 234

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Roosevelt Investment Group's APO Position: Q4 2021 in Review

Roosevelt Investment Group sold out of Apollo Global Management (APO) in Q4 2021, closing a stake of 3,481 shares — an estimated $214K sold.

Roosevelt Investment Group first reported a position in APO in Q2 2021 and held it in 2 quarters. The position peaked at $217K in Q2 2021. 496 funds tracked by Wall St. Rank hold APO as of Q4 2021.

  • Roosevelt Investment Group reported no remaining Apollo Global Management position as of Q4 2021 after selling out during the quarter.
  • Roosevelt Investment Group sold 3,481 Apollo Global Management shares in Q4 2021, an estimated $214K.
  • Roosevelt Investment Group first reported a position in Apollo Global Management in Q2 2021 and held it in 2 quarters.
  • Roosevelt Investment Group's Apollo Global Management position peaked at $217K in Q2 2021.
  • 496 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2021.

Based on Roosevelt Investment Group's 13F filing for Q4 2021, filed 2 Feb 2022.