Westside Investment Management’s Apollo Global Management APO Stock Holding History

Westside Investment Management’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 Q1	–	Sell	-93	Closed	-$6	–	772
2021 Q4	$6	Hold	93	–	–	﹤0.01%	634
2021 Q3	$5	Hold	93	–	–	﹤0.01%	644
2021 Q2	$5	Hold	93	–	–	﹤0.01%	635
2021 Q1	$4	Hold	93	–	–	﹤0.01%	640
2020 Q4	$4	Sell	93 -207	-69%	-$9.24K	﹤0.01%	569
2020 Q3	$13	Hold	300	–	–	﹤0.01%	467
2020 Q2	$14	Hold	300	–	–	﹤0.01%	443
2020 Q1	$10	Buy	+300	New	+$12.9K	﹤0.01%	461
2019 Q2	$10K	Buy	+300	New	+$9.53K	﹤0.01%	465
2018 Q4	$7.36K	Hold	300	–	–	﹤0.01%	522
2018 Q3	$10.6K	Hold	300	–	–	﹤0.01%	486
2018 Q2	$9.93K	Hold	300	–	–	﹤0.01%	565
2018 Q1	$8.93K	Hold	300	–	–	﹤0.01%	573
2017 Q4	$10.5K	Hold	300	–	–	0.01%	553
2017 Q3	$9.17K	Hold	300	–	–	0.01%	565
2017 Q2	$8.07K	Buy	+300	New	+$7.99K	0.01%	590

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Westside Investment Management's APO Position: Q1 2022 in Review

Westside Investment Management sold out of Apollo Global Management (APO) in Q1 2022, closing a stake of 93 shares — an estimated $6 sold.

Westside Investment Management first reported a position in APO in Q2 2017 and held it in 16 quarters. The position peaked at $10.6K in Q3 2018. 616 funds tracked by Wall St. Rank hold APO as of Q1 2022.

Westside Investment Management reported no remaining Apollo Global Management position as of Q1 2022 after selling out during the quarter.
Westside Investment Management sold 93 Apollo Global Management shares in Q1 2022, an estimated $6.
Westside Investment Management first reported a position in Apollo Global Management in Q2 2017 and held it in 16 quarters.
Westside Investment Management's Apollo Global Management position peaked at $10.6K in Q3 2018.
616 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2022.

Based on Westside Investment Management's 13F filing for Q1 2022, filed 25 Apr 2022.