Private Ocean’s Apollo Global Management APO Stock Holding History

Private Ocean’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	$5.2K	Buy	+44	New	+$4.99K	﹤0.01%	438
2022 Q4	–	Sell	-66	Closed	-$3K	–	558
2022 Q3	$3K	Hold	66	–	–	﹤0.01%	447
2022 Q2	$3K	Hold	66	–	–	﹤0.01%	408
2022 Q1	$4K	Hold	66	–	–	﹤0.01%	451
2021 Q4	$5K	Hold	66	–	–	﹤0.01%	461
2021 Q3	$4K	Buy	+66	New	+$3.97K	﹤0.01%	473

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

Private Ocean's APO Position: Q2 2024 in Review

Private Ocean opened a new position in Apollo Global Management (APO) in Q2 2024: 44 shares worth $5.2K. The stake represents ﹤0.01% of the portfolio and ranks #438 among its holdings. This is a return to the name: Private Ocean previously reported a position in APO as recently as Q3 2022.

Private Ocean first reported a position in APO in Q3 2021 and has held it in 6 quarters since. 942 funds tracked by Wall St. Rank hold APO as of Q2 2024.

Private Ocean held 44 shares of Apollo Global Management worth $5.2K as of Q2 2024.
Apollo Global Management was a new Private Ocean position in Q2 2024.
Apollo Global Management made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #438 holding.
Private Ocean first reported a position in Apollo Global Management in Q3 2021 and has held it in 6 quarters since.
942 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.