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Institutional & Family Asset Management’s Apollo Global Management APO Stock Holding History

Institutional & Family Asset Management’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
Q2 		$26K Sell
220
-15
-6% -$1.7K ﹤0.01% 304
2024
Q1 		$26.4K Sell
235
-40
-15% -$4.22K ﹤0.01% 304
2023
Q4 		$25.6K Sell
275
-5
-2% -$441 ﹤0.01% 298
2023
Q3 		$25.1K Buy
280
+1
+0.4% +$84 ﹤0.01% 284
2023
Q2 		$21.5K Hold
279
– – ﹤0.01% 303
2023
Q1 		$17.6K Hold
279
– – ﹤0.01% 326
2022
Q4 		$17.8K Hold
279
– – ﹤0.01% 318
2022
Q3 		$13K Buy
279
+1
+0.4% +$55 ﹤0.01% 349
2022
Q2 		$14K Hold
278
– – ﹤0.01% 347
2022
Q1 		$17K Buy
278
+2
+0.7% +$132 ﹤0.01% 374
2021
Q4 		$20K Buy
276
+64
+30% +$4.62K ﹤0.01% 368
2021
Q3 		$13K Buy
212
+10
+5% +$601 ﹤0.01% 510
2021
Q2 		$13K Hold
202
– – ﹤0.01% 547
2021
Q1 		$9K Hold
202
– – ﹤0.01% 577
2020
Q4 		$10K Sell
202
-29
-13% -$1.29K ﹤0.01% 526
2020
Q3 		$10K Hold
231
– – ﹤0.01% 481
2020
Q2 		$12K Buy
231
+52
+29% +$2.28K ﹤0.01% 460
2020
Q1 		$6K Buy
179
+1
+0.6% +$43 ﹤0.01% 512
2019
Q4 		$8K Buy
178
+73
+70% +$3.12K ﹤0.01% 531
2019
Q3 		$4K Buy
105
+71
+209% +$2.58K ﹤0.01% 582
2019
Q2 		$1K Buy
34
+1
+3% +$32 ﹤0.01% 781
2019
Q1 		$1K Hold
33
– – ﹤0.01% 769
2018
Q4 		$1K Buy
33
+1
+3% +$29 ﹤0.01% 743
2018
Q3 		$1K Hold
32
– – ﹤0.01% 785
2018
Q2 		$1K Hold
32
– – ﹤0.01% 775
2018
Q1 		$1K Buy
+32
New +$1.08K ﹤0.01% 762

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Institutional & Family Asset Management's APO Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Apollo Global Management (APO) stake by 6.4% in Q2 2024, selling an estimated $1.7K and leaving 220 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Institutional & Family Asset Management first reported a position in APO in Q1 2018 and has held it in 26 quarters since. The position peaked at $26.4K in Q1 2024. 942 funds tracked by Wall St. Rank hold APO as of Q2 2024.

  • Institutional & Family Asset Management held 220 shares of Apollo Global Management worth $26K as of Q2 2024.
  • Institutional & Family Asset Management sold 15 Apollo Global Management shares in Q2 2024, an estimated $1.7K.
  • Apollo Global Management made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #304 holding.
  • Institutional & Family Asset Management first reported a position in Apollo Global Management in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Apollo Global Management position peaked at $26.4K in Q1 2024.
  • 942 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.