Mount Lucas Management’s Apollo Global Management APO Stock Holding History

Mount Lucas 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 Q2	–	Sell	-6,562	Closed	-$738K	–	158
2024 Q1	$738K	Sell	6,562 -563	-8%	-$59.4K	0.2%	109
2023 Q4	$664K	Buy	7,125 +34	+0.5%	+$3K	0.19%	108
2023 Q3	$636K	Sell	7,091 -873	-11%	-$73.4K	0.22%	95
2023 Q2	$612K	Buy	+7,964	New	+$533K	0.2%	109
2016 Q1	–	Sell	-260,250	Closed	-$3.95M	–	127
2015 Q4	$3.95M	Buy	+260,250	New	+$4.45M	0.59%	43

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 $3.37T AUM 44.26% 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

Mount Lucas Management's APO Position: Q2 2024 in Review

Mount Lucas Management sold out of Apollo Global Management (APO) in Q2 2024, closing a stake of 6,562 shares — an estimated $738K sold.

Mount Lucas Management first reported a position in APO in Q4 2015 and held it in 5 quarters. The position peaked at $3.95M in Q4 2015. 942 funds tracked by Wall St. Rank hold APO as of Q2 2024.

Mount Lucas Management reported no remaining Apollo Global Management position as of Q2 2024 after selling out during the quarter.
Mount Lucas Management sold 6,562 Apollo Global Management shares in Q2 2024, an estimated $738K.
Mount Lucas Management first reported a position in Apollo Global Management in Q4 2015 and held it in 5 quarters.
Mount Lucas Management's Apollo Global Management position peaked at $3.95M in Q4 2015.
942 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2024.

Based on Mount Lucas Management's 13F filing for Q2 2024, filed 6 Aug 2024.