Householder Group Estate & Retirement Specialist’s Apollo Global Management APO Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-15	Closed	-$1K	–	567
2024 Q3	$1K	Hold	15	–	–	﹤0.01%	1080
2024 Q2	$1K	Buy	+15	New	+$1.7K	﹤0.01%	1109
2024 Q1	–	Sell	-180	Closed	-$16K	–	1275
2023 Q4	$16K	Buy	180 +1	+0.6%	+$88	0.01%	671
2023 Q3	$16.1K	Buy	+179	New	+$15K	0.01%	679
2023 Q1	$9K	Buy	+148	New	+$9.91K	﹤0.01%	820

Other funds holding APO

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NPT

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's APO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Apollo Global Management (APO) in Q4 2024, closing a stake of 15 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in APO in Q1 2023 and held it in 5 quarters. The position peaked at $16.1K in Q3 2023. 1,122 funds tracked by Wall St. Rank hold APO as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Apollo Global Management position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 15 Apollo Global Management shares in Q4 2024, an estimated $1K.
Householder Group Estate & Retirement Specialist first reported a position in Apollo Global Management in Q1 2023 and held it in 5 quarters.
Householder Group Estate & Retirement Specialist's Apollo Global Management position peaked at $16.1K in Q3 2023.
1,122 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.