Lake Street Advisors Group’s Apollo Global Management APO Stock Holding History

Lake Street Advisors Group’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	$358K	Buy	2,169 +115	+6%	+$18.2K	0.02%	401
2024 Q3	$257K	Hold	2,054	–	–	0.01%	498
2024 Q2	$243K	Hold	2,054	–	–	0.01%	494
2024 Q1	$231K	Buy	+2,054	New	+$217K	0.01%	524
2022 Q3	–	Sell	-38,192	Closed	-$1.85M	–	346
2022 Q2	$1.85M	Buy	38,192 +3,251	+9%	+$177K	0.13%	106
2022 Q1	$2.17M	Buy	34,941 +2,060	+6%	+$135K	0.14%	103
2021 Q4	$2.38M	Buy	32,881 +13	+0%	+$938	0.15%	97
2021 Q3	$2.02M	Buy	+32,868	New	+$1.98M	0.22%	80
2018 Q3	–	Sell	-34,376	Closed	-$1.1M	–	225
2018 Q2	$1.1M	Buy	+34,376	New	+$1.05M	0.11%	69

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

Lake Street Advisors Group's APO Position: Q4 2024 in Review

Lake Street Advisors Group increased its Apollo Global Management (APO) stake by 5.6% in Q4 2024, buying an estimated $18.2K and bringing the position to 2,169 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #401.

Lake Street Advisors Group first reported a position in APO in Q2 2018 and has held it in 9 quarters since. The position peaked at $2.38M in Q4 2021. 1,122 funds tracked by Wall St. Rank hold APO as of Q4 2024.

Lake Street Advisors Group held 2,169 shares of Apollo Global Management worth $358K as of Q4 2024.
Lake Street Advisors Group bought 115 Apollo Global Management shares in Q4 2024, an estimated $18.2K.
Apollo Global Management made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #401 holding.
Lake Street Advisors Group first reported a position in Apollo Global Management in Q2 2018 and has held it in 9 quarters since.
Lake Street Advisors Group's Apollo Global Management position peaked at $2.38M in Q4 2021.
1,122 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.