Schubert & Co’s Apollo Global Management APO Stock Holding History

Schubert & Co’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
2023 Q2	–	Sell	-67	Closed	-$4.23K	–	126
2023 Q1	$4.23K	Buy	67 +17	+34%	+$1.14K	﹤0.01%	527
2022 Q4	$3.19K	Buy	50 +2	+4%	+$119	﹤0.01%	617
2022 Q3	$2K	Buy	48 +16	+50%	+$879	﹤0.01%	722
2022 Q2	$2K	Hold	32	–	–	﹤0.01%	701
2022 Q1	$2K	Buy	+32	New	+$2.1K	﹤0.01%	342

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Schubert & Co's APO Position: Q2 2023 in Review

Schubert & Co sold out of Apollo Global Management (APO) in Q2 2023, closing a stake of 67 shares — an estimated $4.23K sold.

Schubert & Co first reported a position in APO in Q1 2022 and held it in 5 quarters. The position peaked at $4.23K in Q1 2023. 695 funds tracked by Wall St. Rank hold APO as of Q2 2023.

Schubert & Co reported no remaining Apollo Global Management position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 67 Apollo Global Management shares in Q2 2023, an estimated $4.23K.
Schubert & Co first reported a position in Apollo Global Management in Q1 2022 and held it in 5 quarters.
Schubert & Co's Apollo Global Management position peaked at $4.23K in Q1 2023.
695 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.