MIS
APO icon

Morningstar Investment Services’s Apollo Global Management APO Stock Holding History

Morningstar Investment Services’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
-1,662
Closed -$209K – 159
2024
Q3 		$209K Buy
+1,662
New +$192K ﹤0.01% 399
2024
Q1 		– Sell
-2,616
Closed -$247K – 352
2023
Q4 		$247K Buy
+2,616
New +$231K ﹤0.01% 373

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $9.38B AUM 33.37% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morningstar Investment Services's APO Position: Q4 2024 in Review

Morningstar Investment Services sold out of Apollo Global Management (APO) in Q4 2024, closing a stake of 1,662 shares — an estimated $209K sold.

Morningstar Investment Services first reported a position in APO in Q4 2023 and held it in 2 quarters. The position peaked at $247K in Q4 2023. 1,124 funds tracked by Wall St. Rank hold APO as of Q4 2024.

  • Morningstar Investment Services reported no remaining Apollo Global Management position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,662 Apollo Global Management shares in Q4 2024, an estimated $209K.
  • Morningstar Investment Services first reported a position in Apollo Global Management in Q4 2023 and held it in 2 quarters.
  • Morningstar Investment Services's Apollo Global Management position peaked at $247K in Q4 2023.
  • 1,124 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.