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Lifestyle Asset Management’s Apollo Global Management APO Stock Holding History

Lifestyle 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
Q3 		– Sell
-2,489
Closed -$294K – 107
2024
Q2 		$294K Buy
2,489
+337
+16% +$38.2K 0.17% 77
2024
Q1 		$242K Buy
+2,152
New +$227K 0.14% 78

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lifestyle Asset Management's APO Position: Q3 2024 in Review

Lifestyle Asset Management sold out of Apollo Global Management (APO) in Q3 2024, closing a stake of 2,489 shares — an estimated $294K sold.

Lifestyle Asset Management first reported a position in APO in Q1 2024 and held it in 2 quarters. The position peaked at $294K in Q2 2024. 952 funds tracked by Wall St. Rank hold APO as of Q3 2024.

  • Lifestyle Asset Management reported no remaining Apollo Global Management position as of Q3 2024 after selling out during the quarter.
  • Lifestyle Asset Management sold 2,489 Apollo Global Management shares in Q3 2024, an estimated $294K.
  • Lifestyle Asset Management first reported a position in Apollo Global Management in Q1 2024 and held it in 2 quarters.
  • Lifestyle Asset Management's Apollo Global Management position peaked at $294K in Q2 2024.
  • 952 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2024.

Based on Lifestyle Asset Management's 13F filing for Q3 2024, filed 31 Oct 2024.