United Advisor Group’s Apollo Senior Floating Rate Fund Inc. AFT Stock Holding History

United Advisor Group’s Portfolio AFT Stock Details AFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-43,397	Closed	-$631K	–	359
2024 Q2	$631K	Buy	43,397 +1,875	+5%	+$27.3K	0.2%	111
2024 Q1	$592K	Buy	+41,522	New	+$579K	0.22%	103

Other funds holding AFT

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

United Advisor Group's AFT Position: Q3 2024 in Review

United Advisor Group sold out of Apollo Senior Floating Rate Fund Inc. (AFT) in Q3 2024, closing a stake of 43,397 shares — an estimated $631K sold.

United Advisor Group first reported a position in AFT in Q1 2024 and held it in 2 quarters. The position peaked at $631K in Q2 2024. 2 funds tracked by Wall St. Rank hold AFT as of Q3 2024.

United Advisor Group reported no remaining Apollo Senior Floating Rate Fund Inc. position as of Q3 2024 after selling out during the quarter.
United Advisor Group sold 43,397 Apollo Senior Floating Rate Fund Inc. shares in Q3 2024, an estimated $631K.
United Advisor Group first reported a position in Apollo Senior Floating Rate Fund Inc. in Q1 2024 and held it in 2 quarters.
United Advisor Group's Apollo Senior Floating Rate Fund Inc. position peaked at $631K in Q2 2024.
2 funds tracked by Wall St. Rank held Apollo Senior Floating Rate Fund Inc. as of Q3 2024.

Based on United Advisor Group's 13F filing for Q3 2024, filed 30 Oct 2024.