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AMS Capital’s Apollo Global Management APO Stock Holding History

AMS Capital’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
2024
Q1 		– Sell
-34,424
Closed -$3.21M – 21
2023
Q4 		$3.21M Buy
34,424
+4,839
+16% +$427K 1.2% 13
2023
Q3 		$2.66M Buy
+29,585
New +$2.49M 2.94% 13

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

AMS Capital's APO Position: Q1 2024 in Review

AMS Capital sold out of Apollo Global Management (APO) in Q1 2024, closing a stake of 34,424 shares — an estimated $3.21M sold.

AMS Capital first reported a position in APO in Q3 2023 and held it in 2 quarters. The position peaked at $3.21M in Q4 2023. 894 funds tracked by Wall St. Rank hold APO as of Q1 2024.

  • AMS Capital reported no remaining Apollo Global Management position as of Q1 2024 after selling out during the quarter.
  • AMS Capital sold 34,424 Apollo Global Management shares in Q1 2024, an estimated $3.21M.
  • AMS Capital first reported a position in Apollo Global Management in Q3 2023 and held it in 2 quarters.
  • AMS Capital's Apollo Global Management position peaked at $3.21M in Q4 2023.
  • 894 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2024.

Based on AMS Capital's 13F filing for Q1 2024, filed 23 Apr 2024.