Baker Avenue Asset Management’s Apollo Global Management APO Stock Holding History

Baker Avenue Asset 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
2023 Q4	–	Sell	-93	Closed	-$8.35K	–	436
2023 Q3	$8.35K	Hold	93	–	–	﹤0.01%	804
2023 Q2	$7.14K	Hold	93	–	–	﹤0.01%	795
2023 Q1	$5.87K	Sell	93 -12	-11%	-$804	﹤0.01%	846
2022 Q4	$6.7K	Buy	+105	New	+$6.24K	﹤0.01%	767

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Baker Avenue Asset Management's APO Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Apollo Global Management (APO) in Q4 2023, closing a stake of 93 shares — an estimated $8.35K sold.

Baker Avenue Asset Management first reported a position in APO in Q4 2022 and held it in 4 quarters. The position peaked at $8.35K in Q3 2023. 845 funds tracked by Wall St. Rank hold APO as of Q4 2023.

Baker Avenue Asset Management reported no remaining Apollo Global Management position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 93 Apollo Global Management shares in Q4 2023, an estimated $8.35K.
Baker Avenue Asset Management first reported a position in Apollo Global Management in Q4 2022 and held it in 4 quarters.
Baker Avenue Asset Management's Apollo Global Management position peaked at $8.35K in Q3 2023.
845 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.