Cathie Wood’s Apollo Global Management APO Stock Holding History

Cathie Wood’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	-27,791	Closed	-$2.49M	–	223
2023 Q3	$2.49M	Buy	+27,791	New	+$2.34M	0.02%	146

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $3.37T AUM 44.26% 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

Cathie Wood's APO Position: Q4 2023 in Review

Cathie Wood sold out of Apollo Global Management (APO) in Q4 2023, closing a stake of 27,791 shares — an estimated $2.49M sold.

Cathie Wood first reported a position in APO in Q3 2023 and held it in 1 quarter. The position peaked at $2.49M in Q3 2023. 845 funds tracked by Wall St. Rank hold APO as of Q4 2023.

Cathie Wood reported no remaining Apollo Global Management position as of Q4 2023 after selling out during the quarter.
Cathie Wood sold 27,791 Apollo Global Management shares in Q4 2023, an estimated $2.49M.
Cathie Wood first reported a position in Apollo Global Management in Q3 2023 and held it in 1 quarter.
Cathie Wood's Apollo Global Management position peaked at $2.49M in Q3 2023.
845 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2023.

Based on ARK Investment Management's 13F filing for Q4 2023, filed 17 Jan 2024.