SBL
APO icon

Sargent Bickham Lagudis’s Apollo Global Management APO Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$23.5K Hold
368
– – ﹤0.01% 571
2022
Q3 		$17K Hold
368
– – ﹤0.01% 600
2022
Q2 		$18K Hold
368
– – ﹤0.01% 606
2022
Q1 		$23K Buy
+368
New +$24.2K ﹤0.01% 581

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Sargent Bickham Lagudis's APO Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Apollo Global Management (APO) position steady in Q4 2022 at 368 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Sargent Bickham Lagudis first reported a position in APO in Q1 2022 and has held it in 4 quarters since. 674 funds tracked by Wall St. Rank hold APO as of Q4 2022.

  • Sargent Bickham Lagudis held 368 shares of Apollo Global Management worth $23.5K as of Q4 2022.
  • Sargent Bickham Lagudis left its Apollo Global Management share count unchanged in Q4 2022.
  • Apollo Global Management made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #571 holding.
  • Sargent Bickham Lagudis first reported a position in Apollo Global Management in Q1 2022 and has held it in 4 quarters since.
  • 674 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.