TS Financial Group (TSFG)’s Apollo Global Management APO Stock Holding History

TS Financial Group (TSFG)’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 Q4	–	Sell	-62	Closed	-$6K	–	876
2023 Q3	$6K	Hold	62	–	–	﹤0.01%	613
2023 Q2	$5K	Hold	62	–	–	﹤0.01%	642
2023 Q1	$4K	Buy	62 +1	+2%	+$67	﹤0.01%	672
2022 Q4	$4K	Hold	61	–	–	﹤0.01%	677
2022 Q3	$3K	Buy	61 +1	+2%	+$55	﹤0.01%	694
2022 Q2	$3K	Buy	+60	New	+$3.27K	﹤0.01%	702

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

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

TS Financial Group (TSFG)'s APO Position: Q4 2023 in Review

TS Financial Group (TSFG) sold out of Apollo Global Management (APO) in Q4 2023, closing a stake of 62 shares — an estimated $6K sold.

TS Financial Group (TSFG) first reported a position in APO in Q2 2022 and held it in 6 quarters. The position peaked at $6K in Q3 2023. 845 funds tracked by Wall St. Rank hold APO as of Q4 2023.

TS Financial Group (TSFG) reported no remaining Apollo Global Management position as of Q4 2023 after selling out during the quarter.
TS Financial Group (TSFG) sold 62 Apollo Global Management shares in Q4 2023, an estimated $6K.
TS Financial Group (TSFG) first reported a position in Apollo Global Management in Q2 2022 and held it in 6 quarters.
TS Financial Group (TSFG)'s Apollo Global Management position peaked at $6K in Q3 2023.
845 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2023, filed 24 Jan 2024.