SpiderRock Advisors’s Apollo Global Management APO Stock Holding History

SpiderRock Advisors’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 Q3	–	Sell	-4,500	Closed	-$531K	–	822
2024 Q2	$531K	Hold	4,500	–	–	0.01%	549
2024 Q1	$496K	Buy	+4,500	New	+$475K	0.01%	521
2023 Q4	–	Hold	0	–	–	–	141
2023 Q3	–	Hold	0	–	–	–	135
2023 Q2	–	Hold	0	–	–	–	121
2023 Q1	–	Hold	0	–	–	–	113
2022 Q4	–	Hold	0	–	–	–	83
2022 Q3	–	Hold	0	–	–	–	82
2022 Q2	–	Hold	0	–	–	–	71
2022 Q1	–	Hold	0	–	–	–	67
2021 Q4	–	Hold	0	–	-$756K	–	155
2021 Q3	–	Hold	0	–	–	–	58
2021 Q2	–	Hold	0	–	–	–	62
2017 Q4	–	Hold	0	–	-$58K	–	45
2017 Q3	–	Hold	0	–	–	–	193
2017 Q2	–	Hold	0	–	–	–	331
2017 Q1	–	Hold	0	–	–	–	1110

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

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

Tiger Global Management New York $22.8B AUM 30.07% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SpiderRock Advisors's APO Position: Q3 2024 in Review

SpiderRock Advisors reduced its Apollo Global Management (APO) stake by 34% in Q3 2024, selling an estimated $539K and leaving 9,175 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #440.

SpiderRock Advisors first reported a position in APO in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.63M in Q2 2024. 948 funds tracked by Wall St. Rank hold APO as of Q3 2024.

SpiderRock Advisors held 9,175 shares of Apollo Global Management worth $1.15M as of Q3 2024.
SpiderRock Advisors sold 4,667 Apollo Global Management shares in Q3 2024, an estimated $539K.
Apollo Global Management made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #440 holding.
SpiderRock Advisors first reported a position in Apollo Global Management in Q1 2024 and has held it in 3 quarters since.
SpiderRock Advisors's Apollo Global Management position peaked at $1.63M in Q2 2024.
948 funds tracked by Wall St. Rank held Apollo Global Management as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.