Simplicity Solutions’s Apollo Global Management APO Stock Holding History

Simplicity Solutions’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	$1.6M	Sell	17,208 -6,176	-26%	-$545K	0.04%	345
2023 Q3	$2.1M	Sell	23,384 -1,306	-5%	-$110K	0.07%	271
2023 Q2	$1.9M	Buy	24,690 +17,564	+246%	+$1.17M	0.05%	329
2023 Q1	$450K	Buy	7,126 +3,355	+89%	+$225K	0.01%	725
2022 Q4	$241K	Buy	+3,771	New	+$224K	0.03%	557
2021 Q1	–	Sell	-93,860	Closed	-$4.6M	–	506
2020 Q4	$4.6M	Buy	93,860 +28,293	+43%	+$1.26M	0.07%	243
2020 Q3	$2.93M	Buy	65,567 +23,455	+56%	+$1.13M	0.05%	266
2020 Q2	$2.1M	Buy	42,112 +26,849	+176%	+$1.18M	0.04%	301
2020 Q1	$511K	Buy	+15,263	New	+$656K	0.02%	477

Other funds holding APO

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

NPT

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

Simplicity Solutions's APO Position: Q4 2023 in Review

Simplicity Solutions reduced its Apollo Global Management (APO) stake by 26% in Q4 2023, selling an estimated $545K and leaving 17,208 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #345.

Simplicity Solutions first reported a position in APO in Q1 2020 and has held it in 9 quarters since. The position peaked at $4.6M in Q4 2020. 842 funds tracked by Wall St. Rank hold APO as of Q4 2023.

Simplicity Solutions held 17,208 shares of Apollo Global Management worth $1.6M as of Q4 2023.
Simplicity Solutions sold 6,176 Apollo Global Management shares in Q4 2023, an estimated $545K.
Apollo Global Management made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #345 holding.
Simplicity Solutions first reported a position in Apollo Global Management in Q1 2020 and has held it in 9 quarters since.
Simplicity Solutions's Apollo Global Management position peaked at $4.6M in Q4 2020.
842 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.