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Disciplined Investments’s Apollo Global Management APO Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-43
Closed -$3.3K – 200
2023
Q2 		$3.3K Sell
43
-2
-4% -$134 ﹤0.01% 499
2023
Q1 		$2.84K Sell
45
-4
-8% -$268 ﹤0.01% 537
2022
Q4 		$3.13K Buy
49
+26
+113% +$1.54K ﹤0.01% 483
2022
Q3 		$1K Buy
+23
New +$1.26K ﹤0.01% 777

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
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Disciplined Investments's APO Position: Q3 2023 in Review

Disciplined Investments sold out of Apollo Global Management (APO) in Q3 2023, closing a stake of 43 shares — an estimated $3.3K sold.

Disciplined Investments first reported a position in APO in Q3 2022 and held it in 4 quarters. The position peaked at $3.3K in Q2 2023. 760 funds tracked by Wall St. Rank hold APO as of Q3 2023.

  • Disciplined Investments reported no remaining Apollo Global Management position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 43 Apollo Global Management shares in Q3 2023, an estimated $3.3K.
  • Disciplined Investments first reported a position in Apollo Global Management in Q3 2022 and held it in 4 quarters.
  • Disciplined Investments's Apollo Global Management position peaked at $3.3K in Q2 2023.
  • 760 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.