Steward Financial Group’s Apollo Global Management APO Stock Holding History

Steward Financial 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
2023 Q3	$13K	Hold	146	–	–	﹤0.01%	314
2023 Q2	$11K	Sell	146 -13	-8%	-$869	﹤0.01%	342
2023 Q1	$10K	Buy	159 +93	+141%	+$6.23K	﹤0.01%	186
2022 Q4	$4K	Buy	+66	New	+$3.92K	﹤0.01%	211
2022 Q3	–	Sell	-13	Closed	–	–	130
2022 Q2	$0	Buy	+13	New	+$707	﹤0.01%	962

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

BWA

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

Steward Financial Group's APO Position: Q3 2023 in Review

Steward Financial Group held its Apollo Global Management (APO) position steady in Q3 2023 at 146 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Steward Financial Group first reported a position in APO in Q2 2022 and has held it in 5 quarters since. 760 funds tracked by Wall St. Rank hold APO as of Q3 2023.

Steward Financial Group held 146 shares of Apollo Global Management worth $13K as of Q3 2023.
Steward Financial Group left its Apollo Global Management share count unchanged in Q3 2023.
Apollo Global Management made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #314 holding.
Steward Financial Group first reported a position in Apollo Global Management in Q2 2022 and has held it in 5 quarters since.
760 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.