Seeyond’s Apollo Global Management APO Stock Holding History

Seeyond’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	$99.2K	Sell	1,555 -4,207	-73%	-$250K	0.01%	565
2022 Q3	$267K	Sell	5,762 -15,542	-73%	-$854K	0.03%	505
2022 Q2	$1.03M	Buy	+21,304	New	+$1.16M	0.12%	300
2022 Q1	–	Sell	-11,513	Closed	-$833K	–	594
2021 Q4	$833K	Hold	11,513	–	–	0.08%	397
2021 Q3	$709K	Sell	11,513 -117	-1%	-$7.03K	0.07%	416
2021 Q2	$723K	Buy	11,630 +52	+0.4%	+$2.88K	0.07%	403
2021 Q1	$544K	Buy	11,578 +6,122	+112%	+$298K	0.05%	444
2020 Q4	$267K	Sell	5,456 -31	-0.6%	-$1.38K	0.03%	534
2020 Q3	$246K	Sell	5,487 -3,596	-40%	-$173K	0.03%	510
2020 Q2	$453K	Buy	+9,083	New	+$399K	0.05%	424

Other funds holding APO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Seeyond's APO Position: Q4 2022 in Review

Seeyond reduced its Apollo Global Management (APO) stake by 73% in Q4 2022, selling an estimated $250K and leaving 1,555 shares worth $99.2K. The position accounts for 0.01% of the portfolio, ranked #565.

Seeyond first reported a position in APO in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.03M in Q2 2022. 674 funds tracked by Wall St. Rank hold APO as of Q4 2022.

Seeyond held 1,555 shares of Apollo Global Management worth $99.2K as of Q4 2022.
Seeyond sold 4,207 Apollo Global Management shares in Q4 2022, an estimated $250K.
Apollo Global Management made up 0.01% of Seeyond's portfolio in Q4 2022, its #565 holding.
Seeyond first reported a position in Apollo Global Management in Q2 2020 and has held it in 10 quarters since.
Seeyond's Apollo Global Management position peaked at $1.03M in Q2 2022.
674 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.