Townsend & Associates’s Apollo Global Management APO Stock Holding History

Townsend & Associates’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 Q3	–	Sell	-31,455	Closed	-$1.59M	–	94
2022 Q2	$1.59M	Buy	31,455 +2,521	+9%	+$137K	0.74%	48
2022 Q1	$1.67M	Buy	+28,934	New	+$1.9M	0.77%	53
2021 Q4	–	Sell	-26,199	Closed	-$1.71M	–	73
2021 Q3	$1.71M	Buy	26,199 +4,903	+23%	+$295K	0.85%	40
2021 Q2	$1.31M	Buy	+21,296	New	+$1.18M	0.76%	51

Other funds holding APO

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Townsend & Associates's APO Position: Q3 2022 in Review

Townsend & Associates sold out of Apollo Global Management (APO) in Q3 2022, closing a stake of 31,455 shares — an estimated $1.59M sold.

Townsend & Associates first reported a position in APO in Q2 2021 and held it in 4 quarters. The position peaked at $1.71M in Q3 2021. 611 funds tracked by Wall St. Rank hold APO as of Q3 2022.

Townsend & Associates reported no remaining Apollo Global Management position as of Q3 2022 after selling out during the quarter.
Townsend & Associates sold 31,455 Apollo Global Management shares in Q3 2022, an estimated $1.59M.
Townsend & Associates first reported a position in Apollo Global Management in Q2 2021 and held it in 4 quarters.
Townsend & Associates's Apollo Global Management position peaked at $1.71M in Q3 2021.
611 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2022.

Based on Townsend & Associates's 13F filing for Q3 2022, filed 9 Nov 2022.