SEC 13F Intelligence

Wintrust Investments LLC / APO

Wintrust Investments LLC’s Apollo Global Mgmt Inc Position

Does Wintrust Investments LLC own Apollo Global Mgmt Inc (APO)? Yes8.7K shares worth $1M (+1.27% of its 13F portfolio) as of Q4 2024, up from 882 shares the prior filed quarter.

Position Value
$1M
Q4 2024
Shares
8.7K
% of Portfolio
+1.27%
Quarters Held
12
currently held

Position History APO

Reported value by quarter
Q1 ’22: $600,000Q1 ’22Q2 ’22: $472,000Q3 ’22: $447,000Q3 ’22Q4 ’22: $613,000Q1 ’23: $607,000Q1 ’23Q2 ’23: $738,000Q3 ’23: $832,000Q3 ’23Q4 ’23: $831,000Q1 ’24: $995,000Q1 ’24Q2 ’24: $1MQ3 ’24: $110,000Q3 ’24Q4 ’24: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20248.7K$1M+1.27%
Q3 2024882$110,000+0.08%
Q2 20248.8K$1M+0.08%
Q1 20248.9K$995,000+0.09%
Q4 20238.9K$831,000+0.08%
Q3 20239.3K$832,000+0.09%
Q2 20239.6K$738,000+0.07%
Q1 20239.6K$607,000+0.08%
Q4 20229.6K$613,000+0.08%
Q3 20229.6K$447,000+0.06%
Q2 20229.7K$472,000+0.06%
Q1 20229.7K$600,000+0.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wintrust Investments LLC’s full portfolio or all institutional holders of APO.