Welch Capital Partners’s Apollo Global Management APO Stock Holding History

Welch Capital Partners’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 Q1	–	Sell	-10,000	Closed	-$638K	–	19
2022 Q4	$638K	Hold	10,000	–	–	0.2%	13
2022 Q3	$465K	Hold	10,000	–	–	0.15%	15
2022 Q2	$485K	Hold	10,000	–	–	0.15%	17
2022 Q1	$620K	Hold	10,000	–	–	0.15%	16
2021 Q4	$724K	Buy	+10,000	New	+$721K	0.16%	17

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Welch Capital Partners's APO Position: Q1 2023 in Review

Welch Capital Partners sold out of Apollo Global Management (APO) in Q1 2023, closing a stake of 10,000 shares — an estimated $638K sold.

Welch Capital Partners first reported a position in APO in Q4 2021 and held it in 5 quarters. The position peaked at $724K in Q4 2021. 656 funds tracked by Wall St. Rank hold APO as of Q1 2023.

Welch Capital Partners reported no remaining Apollo Global Management position as of Q1 2023 after selling out during the quarter.
Welch Capital Partners sold 10,000 Apollo Global Management shares in Q1 2023, an estimated $638K.
Welch Capital Partners first reported a position in Apollo Global Management in Q4 2021 and held it in 5 quarters.
Welch Capital Partners's Apollo Global Management position peaked at $724K in Q4 2021.
656 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2023.

Based on Welch Capital Partners's 13F filing for Q1 2023, filed 11 May 2023.