Ownership history in Curated Wealth Partners LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which Curated Wealth Partners LLC reported a position in APOLLO GLOBAL MGMT INC (APO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Curated Wealth Partners LLC outperformed the S&P 500 by +15.5% annually on this APO position. Timing score: 41% (7/17 decisions correct). Average cost basis: $45.60. Maximum drawdown during holding period: β34.5%.
π₯ Exceptional β beat the S&P 500 by 15.5% per year on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 17 add/trim decisions correct
Best entry: $42.29 (2021 Q1) Β· Worst: $140.23 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 11 trims. Bought during 3 of 7 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 34.81% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size