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UBP Investment Advisors’s Apollo Global Management APO Stock Holding History

UBP Investment Advisors’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 		$620K Hold
13,338
– – 0.32% 52
2022
Q2 		$650K Hold
13,338
– – 0.26% 62
2022
Q1 		$830K Hold
13,338
– – 0.31% 61
2021
Q4 		$970K Buy
+13,338
New +$962K 0.35% 55

Other funds holding APO

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
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
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

UBP Investment Advisors's APO Position: Q3 2022 in Review

UBP Investment Advisors held its Apollo Global Management (APO) position steady in Q3 2022 at 13,338 shares worth $620K. The position accounts for 0.32% of the portfolio, ranked #52.

UBP Investment Advisors first reported a position in APO in Q4 2021 and has held it in 4 quarters since. The position peaked at $970K in Q4 2021. 610 funds tracked by Wall St. Rank hold APO as of Q3 2022.

  • UBP Investment Advisors held 13,338 shares of Apollo Global Management worth $620K as of Q3 2022.
  • UBP Investment Advisors left its Apollo Global Management share count unchanged in Q3 2022.
  • Apollo Global Management made up 0.32% of UBP Investment Advisors's portfolio in Q3 2022, its #52 holding.
  • UBP Investment Advisors first reported a position in Apollo Global Management in Q4 2021 and has held it in 4 quarters since.
  • UBP Investment Advisors's Apollo Global Management position peaked at $970K in Q4 2021.
  • 610 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.