Veritable’s Apollo Global Management APO Stock Holding History

Veritable’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	–	Sell	-7,127	Closed	-$547K	–	52
2023 Q2	$547K	Sell	7,127 -84	-1%	-$5.62K	0.01%	512
2023 Q1	$455K	Sell	7,211 -41	-0.6%	-$2.75K	0.01%	569
2022 Q4	$463K	Sell	7,252 -374	-5%	-$22.2K	0.01%	548
2022 Q3	$355K	Buy	7,626 +380	+5%	+$20.9K	0.01%	584
2022 Q2	$351K	Sell	7,246 -1,800	-20%	-$97.9K	0.01%	627
2022 Q1	$561K	Buy	9,046 +4,494	+99%	+$296K	0.01%	536
2021 Q4	$322K	Buy	4,552 +946	+26%	+$68.2K	﹤0.01%	693
2021 Q3	$222K	Buy	+3,606	New	+$217K	﹤0.01%	808
2020 Q1	–	Sell	-10,097	Closed	-$482K	–	732
2019 Q4	$482K	Hold	10,097	–	–	0.01%	535
2019 Q3	$382K	Hold	10,097	–	–	0.01%	583
2019 Q2	$346K	Hold	10,097	–	–	0.01%	607
2019 Q1	$285K	Hold	10,097	–	–	0.01%	663
2018 Q4	$248K	Hold	10,097	–	–	0.01%	666
2018 Q3	$349K	Hold	10,097	–	–	0.01%	596
2018 Q2	$322K	Hold	10,097	–	–	0.01%	616
2018 Q1	$299K	Sell	10,097 -1,402	-12%	-$47.2K	0.01%	632
2017 Q4	$385K	Sell	11,499 -771	-6%	-$24.2K	0.01%	571
2017 Q3	$369K	Sell	12,270 -767	-6%	-$22.1K	0.01%	556
2017 Q2	$345K	Buy	13,037 +182	+1%	+$4.85K	0.01%	597
2017 Q1	$313K	Hold	12,855	–	–	0.01%	593
2016 Q4	$249K	Buy	12,855 +1,500	+13%	+$28.3K	0.01%	643
2016 Q3	$204K	Hold	11,355	–	–	0.01%	691
2016 Q2	$172K	Buy	+11,355	New	+$186K	﹤0.01%	683
2016 Q1	–	Sell	-11,265	Closed	-$171K	–	706
2015 Q4	$171K	Sell	11,265 -7,250	-39%	-$124K	﹤0.01%	701
2015 Q3	$318K	Buy	18,515 +4,000	+28%	+$79.7K	0.01%	560
2015 Q2	$322K	Sell	14,515 -4,095	-22%	-$89.9K	0.01%	584
2015 Q1	$402K	Buy	+18,610	New	+$434K	0.01%	661

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

Veritable's APO Position: Q3 2023 in Review

Veritable sold out of Apollo Global Management (APO) in Q3 2023, closing a stake of 7,127 shares — an estimated $547K sold.

Veritable first reported a position in APO in Q1 2015 and held it in 27 quarters. The position peaked at $561K in Q1 2022. 760 funds tracked by Wall St. Rank hold APO as of Q3 2023.

Veritable reported no remaining Apollo Global Management position as of Q3 2023 after selling out during the quarter.
Veritable sold 7,127 Apollo Global Management shares in Q3 2023, an estimated $547K.
Veritable first reported a position in Apollo Global Management in Q1 2015 and held it in 27 quarters.
Veritable's Apollo Global Management position peaked at $561K in Q1 2022.
760 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.