Loomis, Sayles & Company
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Loomis, Sayles & Company’s Apollo Global Management APO Stock Holding History

Loomis, Sayles & Company’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
Q1 		– Sell
-97
Closed -$9K – 715
2023
Q4 		$9K Buy
+97
New +$8.56K ﹤0.01% 798
2021
Q3 		– Sell
-386
Closed -$24K – 887
2021
Q2 		$24K Buy
+386
New +$21.4K ﹤0.01% 650
2020
Q1 		– Sell
-1,918
Closed -$91K – 724
2019
Q4 		$91K Buy
+1,918
New +$81.8K ﹤0.01% 592

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Loomis, Sayles & Company's APO Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Apollo Global Management (APO) in Q1 2024, closing a stake of 97 shares — an estimated $9K sold.

Loomis, Sayles & Company first reported a position in APO in Q4 2019 and held it in 3 quarters. The position peaked at $91K in Q4 2019. 894 funds tracked by Wall St. Rank hold APO as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Apollo Global Management position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 97 Apollo Global Management shares in Q1 2024, an estimated $9K.
  • Loomis, Sayles & Company first reported a position in Apollo Global Management in Q4 2019 and held it in 3 quarters.
  • Loomis, Sayles & Company's Apollo Global Management position peaked at $91K in Q4 2019.
  • 894 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.