QP
APO icon

Quilter Plc’s Apollo Global Management APO Stock Holding History

Quilter Plc’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
2023
Q4 		– Sell
-1,400
Closed -$1.4M – 119
2023
Q3 		$1.4M Sell
1,400
-700
-33% -$58.8K 0.01% 155
2023
Q2 		$2.08M Sell
2,100
-2,119
-50% -$142K 0.01% 136
2023
Q1 		$4.19M Buy
+4,219
New +$283K 0.02% 107

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Quilter Plc's APO Position: Q4 2023 in Review

Quilter Plc sold out of Apollo Global Management (APO) in Q4 2023, closing a stake of 1,400 shares — an estimated $1.4M sold.

Quilter Plc first reported a position in APO in Q1 2023 and held it in 3 quarters. The position peaked at $4.19M in Q1 2023. 845 funds tracked by Wall St. Rank hold APO as of Q4 2023.

  • Quilter Plc reported no remaining Apollo Global Management position as of Q4 2023 after selling out during the quarter.
  • Quilter Plc sold 1,400 Apollo Global Management shares in Q4 2023, an estimated $1.4M.
  • Quilter Plc first reported a position in Apollo Global Management in Q1 2023 and held it in 3 quarters.
  • Quilter Plc's Apollo Global Management position peaked at $4.19M in Q1 2023.
  • 845 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2023.

Based on Quilter Plc's 13F filing for Q4 2023, filed 24 Jan 2024.