Karpas Strategies’s Apollo Global Management APO Stock Holding History

Karpas Strategies’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	$2.95M	Hold	25,000	–	–	0.93%	32
2024 Q1	$2.81M	Hold	25,000	–	–	0.87%	31
2023 Q4	$2.33M	Hold	25,000	–	–	0.77%	37
2023 Q3	$2.24M	Hold	25,000	–	–	0.82%	34
2023 Q2	$1.92M	Hold	25,000	–	–	0.65%	39
2023 Q1	$1.58M	Hold	25,000	–	–	0.56%	45
2022 Q4	$1.59M	Hold	25,000	–	–	0.56%	44
2022 Q3	$1.16M	Hold	25,000	–	–	0.44%	47
2022 Q2	$1.21M	Hold	25,000	–	–	0.42%	48
2022 Q1	$1.55M	Hold	25,000	–	–	0.49%	48
2021 Q4	$1.81M	Hold	25,000	–	–	0.58%	39
2021 Q3	$1.91M	Hold	25,000	–	–	0.63%	38
2021 Q2	$1.55M	Hold	25,000	–	–	0.55%	41
2021 Q1	$1.18M	Hold	25,000	–	–	0.44%	47
2020 Q4	$1.23M	Hold	25,000	–	–	0.48%	46
2020 Q3	$1.12M	Hold	25,000	–	–	0.52%	46
2020 Q2	$1.25M	Hold	25,000	–	–	0.6%	40
2020 Q1	$838K	Hold	25,000	–	–	0.45%	49
2019 Q4	$1.19M	Hold	25,000	–	–	0.45%	49
2019 Q3	$946K	Hold	25,000	–	–	0.38%	53
2019 Q2	$858K	Hold	25,000	–	–	0.36%	55
2019 Q1	$706K	Hold	25,000	–	–	0.3%	61
2018 Q4	$614K	Hold	25,000	–	–	0.29%	63
2018 Q3	$864K	Hold	25,000	–	–	0.36%	55
2018 Q2	$797K	Hold	25,000	–	–	0.35%	59
2018 Q1	$741K	Hold	25,000	–	–	0.32%	62
2017 Q4	$837K	Hold	25,000	–	–	0.36%	56
2017 Q3	$753K	Hold	25,000	–	–	0.33%	57
2017 Q2	$661K	Hold	25,000	–	–	0.3%	63
2017 Q1	$608K	Hold	25,000	–	–	0.28%	64
2016 Q4	$484K	Hold	25,000	–	–	0.23%	75
2016 Q3	$449K	Buy	+25,000	New	+$438K	0.22%	78

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

NPT

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

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Karpas Strategies's APO Position: Q2 2024 in Review

Karpas Strategies held its Apollo Global Management (APO) position steady in Q2 2024 at 25,000 shares worth $2.95M. The position accounts for 0.93% of the portfolio, ranked #32.

Karpas Strategies first reported a position in APO in Q3 2016 and has held it in 32 quarters since. 940 funds tracked by Wall St. Rank hold APO as of Q2 2024.

Karpas Strategies held 25,000 shares of Apollo Global Management worth $2.95M as of Q2 2024.
Karpas Strategies left its Apollo Global Management share count unchanged in Q2 2024.
Apollo Global Management made up 0.93% of Karpas Strategies's portfolio in Q2 2024, its #32 holding.
Karpas Strategies first reported a position in Apollo Global Management in Q3 2016 and has held it in 32 quarters since.
940 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.