Philadelphia Financial Management of San Francisco’s Apollo Global Management APO Stock Holding History

Philadelphia Financial Management of San Francisco’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	-108,350	Closed	-$17.9M	–	48
2024 Q4	$17.9M	Buy	108,350 +42,387	+64%	+$6.71M	2.53%	14
2024 Q3	$8.24M	Sell	65,963 -17,264	-21%	-$1.99M	1.31%	30
2024 Q2	$9.83M	Sell	83,227 -27,768	-25%	-$3.15M	1.72%	24
2024 Q1	$12.5M	Sell	110,995 -18,363	-14%	-$1.94M	2.13%	19
2023 Q4	$12.1M	Sell	129,358 -55,256	-30%	-$4.88M	2.13%	15
2023 Q3	$16.6M	Buy	+184,614	New	+$15.5M	4.22%	7
2019 Q2	–	Sell	-217,248	Closed	-$6.14M	–	46
2019 Q1	$6.14M	Buy	+217,248	New	+$6.18M	1.03%	36
2018 Q1	–	Sell	-216,363	Closed	-$7.24M	–	42
2017 Q4	$7.24M	Buy	+216,363	New	+$6.78M	1.07%	36

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 $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Philadelphia Financial Management of San Francisco's APO Position: Q1 2025 in Review

Philadelphia Financial Management of San Francisco sold out of Apollo Global Management (APO) in Q1 2025, closing a stake of 108,350 shares — an estimated $17.9M sold.

Philadelphia Financial Management of San Francisco first reported a position in APO in Q4 2017 and held it in 8 quarters. The position peaked at $17.9M in Q4 2024. 1,098 funds tracked by Wall St. Rank hold APO as of Q1 2025.

Philadelphia Financial Management of San Francisco reported no remaining Apollo Global Management position as of Q1 2025 after selling out during the quarter.
Philadelphia Financial Management of San Francisco sold 108,350 Apollo Global Management shares in Q1 2025, an estimated $17.9M.
Philadelphia Financial Management of San Francisco first reported a position in Apollo Global Management in Q4 2017 and held it in 8 quarters.
Philadelphia Financial Management of San Francisco's Apollo Global Management position peaked at $17.9M in Q4 2024.
1,098 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2025.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q1 2025, filed 15 May 2025.