Lincoln National Corp’s Apollo Global Management APO Stock Holding History

Lincoln National Corp’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	–	Sell	-4,536	Closed	-$510K	–	75
2024 Q1	$510K	Buy	4,536 +573	+14%	+$60.5K	0.01%	744
2023 Q4	$369K	Sell	3,963 -341	-8%	-$30.1K	0.01%	791
2023 Q3	$386K	Buy	4,304 +1,108	+35%	+$93.1K	0.01%	689
2023 Q2	$245K	Buy	+3,196	New	+$214K	﹤0.01%	874

Other funds holding APO

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lincoln National Corp's APO Position: Q2 2024 in Review

Lincoln National Corp sold out of Apollo Global Management (APO) in Q2 2024, closing a stake of 4,536 shares — an estimated $510K sold.

Lincoln National Corp first reported a position in APO in Q2 2023 and held it in 4 quarters. The position peaked at $510K in Q1 2024. 942 funds tracked by Wall St. Rank hold APO as of Q2 2024.

Lincoln National Corp reported no remaining Apollo Global Management position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 4,536 Apollo Global Management shares in Q2 2024, an estimated $510K.
Lincoln National Corp first reported a position in Apollo Global Management in Q2 2023 and held it in 4 quarters.
Lincoln National Corp's Apollo Global Management position peaked at $510K in Q1 2024.
942 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.