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
2025 Q1	–	Sell	-2,300	Closed	-$380K	–	132
2024 Q4	$380K	Sell	2,300 -3,400	-60%	-$539K	0.02%	220
2024 Q3	$712K	Buy	+5,700	New	+$658K	0.02%	516
2023 Q1	–	Sell	-2,000	Closed	-$128K	–	757
2022 Q4	$128K	Buy	+2,000	New	+$119K	0.01%	776

Other funds holding APO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Norges Bank Oslo, Norway $935B 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. 1,122 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.
1,122 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.