Paloma Partners’s Apollo Global Management APO Stock Holding History

Paloma Partners’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	-322	Closed	-$51K	–	317
2024 Q3	$40.2K	Sell	322 -45,508	-99%	-$5.25M	﹤0.01%	1078
2024 Q2	$5.41M	Buy	45,830 +42,719	+1,373%	+$4.85M	0.15%	107
2024 Q1	$350K	Buy	3,111 +420	+16%	+$44.3K	0.02%	486
2023 Q4	$251K	Buy	+2,691	New	+$238K	0.01%	595
2023 Q3	–	Sell	-16,946	Closed	-$1.3M	–	724
2023 Q2	$1.3M	Buy	16,946 +11,837	+232%	+$791K	0.05%	314
2023 Q1	$323K	Sell	5,109 -7,882	-61%	-$528K	0.01%	557
2022 Q4	$829K	Buy	+12,991	New	+$772K	0.04%	399
2022 Q2	–	Sell	-7,951	Closed	-$493K	–	1104
2022 Q1	$493K	Sell	7,951 -23,533	-75%	-$1.55M	0.01%	768
2021 Q4	$2.28M	Buy	+31,484	New	+$2.27M	0.03%	421
2021 Q3	–	Sell	-8,411	Closed	-$524K	–	1061
2021 Q2	$524K	Sell	8,411 -79,967	-90%	-$4.43M	0.01%	976
2021 Q1	$4.16M	Buy	+88,378	New	+$4.3M	0.09%	186
2020 Q4	–	Sell	-24,520	Closed	-$1.1M	–	1622
2020 Q3	$1.1M	Buy	+24,520	New	+$1.18M	0.03%	685

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Paloma Partners's APO Position: Q4 2024 in Review

Paloma Partners sold out of Apollo Global Management (APO) in Q4 2024, closing a stake of 322 shares — an estimated $51K sold.

Paloma Partners first reported a position in APO in Q3 2020 and held it in 12 quarters. The position peaked at $5.41M in Q2 2024. 1,125 funds tracked by Wall St. Rank hold APO as of Q4 2024.

Paloma Partners reported no remaining Apollo Global Management position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 322 Apollo Global Management shares in Q4 2024, an estimated $51K.
Paloma Partners first reported a position in Apollo Global Management in Q3 2020 and held it in 12 quarters.
Paloma Partners's Apollo Global Management position peaked at $5.41M in Q2 2024.
1,125 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.