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Glass Jacobson Investment Advisors’s Apollo Global Management APO Stock Holding History

Glass Jacobson Investment Advisors’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
-4
Closed -$360 – 715
2023
Q3 		$360 Sell
4
-6
-60% -$504 ﹤0.01% 772
2023
Q2 		$769 Buy
+10
New +$669 ﹤0.01% 721
2022
Q4 		$957 Buy
+15
New +$891 ﹤0.01% 734

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
National Philanthropic Trust
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Glass Jacobson Investment Advisors's APO Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of Apollo Global Management (APO) in Q4 2023, closing a stake of 4 shares — an estimated $360 sold.

Glass Jacobson Investment Advisors first reported a position in APO in Q4 2022 and held it in 3 quarters. The position peaked at $957 in Q4 2022. 845 funds tracked by Wall St. Rank hold APO as of Q4 2023.

  • Glass Jacobson Investment Advisors reported no remaining Apollo Global Management position as of Q4 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 4 Apollo Global Management shares in Q4 2023, an estimated $360.
  • Glass Jacobson Investment Advisors first reported a position in Apollo Global Management in Q4 2022 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's Apollo Global Management position peaked at $957 in Q4 2022.
  • 845 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.