Fund Management at Engine No 1’s Apollo Global Management APO Stock Holding History

Fund Management at Engine No 1’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	-6,240	Closed	-$560K	–	35
2023 Q3	$560K	Buy	6,240 +625	+11%	+$52.5K	0.09%	209
2023 Q2	$431K	Buy	5,615 +339	+6%	+$22.7K	0.08%	254
2023 Q1	$333K	Buy	5,276 +488	+10%	+$32.7K	0.07%	285
2022 Q4	$305K	Buy	+4,788	New	+$284K	0.07%	267

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Fund Management at Engine No 1's APO Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Apollo Global Management (APO) in Q4 2023, closing a stake of 6,240 shares — an estimated $560K sold.

Fund Management at Engine No 1 first reported a position in APO in Q4 2022 and held it in 4 quarters. The position peaked at $560K in Q3 2023. 842 funds tracked by Wall St. Rank hold APO as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Apollo Global Management position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 6,240 Apollo Global Management shares in Q4 2023, an estimated $560K.
Fund Management at Engine No 1 first reported a position in Apollo Global Management in Q4 2022 and held it in 4 quarters.
Fund Management at Engine No 1's Apollo Global Management position peaked at $560K in Q3 2023.
842 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.