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Shine Investment Advisory Services’s Apollo Global Management APO Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		$25K Hold
555
– – 0.01% 412
2020
Q2 		$28K Buy
+555
New +$24.4K 0.01% 405

Other funds holding APO

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Shine Investment Advisory Services's APO Position: Q3 2020 in Review

Shine Investment Advisory Services held its Apollo Global Management (APO) position steady in Q3 2020 at 555 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #412.

Shine Investment Advisory Services first reported a position in APO in Q2 2020 and has held it in 2 quarters since. The position peaked at $28K in Q2 2020. 375 funds tracked by Wall St. Rank hold APO as of Q3 2020.

  • Shine Investment Advisory Services held 555 shares of Apollo Global Management worth $25K as of Q3 2020.
  • Shine Investment Advisory Services left its Apollo Global Management share count unchanged in Q3 2020.
  • Apollo Global Management made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #412 holding.
  • Shine Investment Advisory Services first reported a position in Apollo Global Management in Q2 2020 and has held it in 2 quarters since.
  • Shine Investment Advisory Services's Apollo Global Management position peaked at $28K in Q2 2020.
  • 375 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.