LSP Investment Advisors’s Apollo Global Management APO Stock Holding History

LSP Investment Advisors’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	–	Sell	-6,000	Closed	-$749K	–	22
2024 Q3	$749K	Hold	6,000	–	–	0.4%	17
2024 Q2	$708K	Hold	6,000	–	–	0.4%	17
2024 Q1	$675K	Hold	6,000	–	–	0.36%	15
2023 Q4	$559K	Hold	6,000	–	–	0.26%	15
2023 Q3	$539K	Hold	6,000	–	–	0.27%	12
2023 Q2	$461K	Hold	6,000	–	–	0.26%	17
2023 Q1	$379K	Hold	6,000	–	–	0.21%	20
2022 Q4	$383K	Hold	6,000	–	–	0.17%	19
2022 Q3	$279K	Hold	6,000	–	–	0.12%	27
2022 Q2	$291K	Hold	6,000	–	–	0.11%	26
2022 Q1	$372K	Hold	6,000	–	–	0.11%	23
2021 Q4	$435K	Hold	6,000	–	–	0.19%	19
2021 Q3	$370K	Buy	+6,000	New	+$361K	0.15%	19

Other funds holding APO

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LSP Investment Advisors's APO Position: Q4 2024 in Review

LSP Investment Advisors sold out of Apollo Global Management (APO) in Q4 2024, closing a stake of 6,000 shares — an estimated $749K sold.

LSP Investment Advisors first reported a position in APO in Q3 2021 and held it in 13 quarters. The position peaked at $749K in Q3 2024. 1,125 funds tracked by Wall St. Rank hold APO as of Q4 2024.

LSP Investment Advisors reported no remaining Apollo Global Management position as of Q4 2024 after selling out during the quarter.
LSP Investment Advisors sold 6,000 Apollo Global Management shares in Q4 2024, an estimated $749K.
LSP Investment Advisors first reported a position in Apollo Global Management in Q3 2021 and held it in 13 quarters.
LSP Investment Advisors's Apollo Global Management position peaked at $749K in Q3 2024.
1,125 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2024.

Based on LSP Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.