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Stonebridge Capital Advisors’s Apollo Global Management APO Stock Holding History

Stonebridge Capital 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
2023
Q4 		– Sell
-205
Closed -$18.4K – 249
2023
Q3 		$18.4K Hold
205
– – ﹤0.01% 518
2023
Q2 		$15.7K Hold
205
– – ﹤0.01% 544
2023
Q1 		$12.9K Buy
205
+105
+105% +$7.03K ﹤0.01% 576
2022
Q4 		$6.38K Sell
100
-35
-26% -$2.08K ﹤0.01% 667
2022
Q3 		$6K Buy
+135
New +$7.42K ﹤0.01% 650

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 $3.38T AUM 44.17% 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

Stonebridge Capital Advisors's APO Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Apollo Global Management (APO) in Q4 2023, closing a stake of 205 shares — an estimated $18.4K sold.

Stonebridge Capital Advisors first reported a position in APO in Q3 2022 and held it in 5 quarters. The position peaked at $18.4K in Q3 2023. 845 funds tracked by Wall St. Rank hold APO as of Q4 2023.

  • Stonebridge Capital Advisors reported no remaining Apollo Global Management position as of Q4 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 205 Apollo Global Management shares in Q4 2023, an estimated $18.4K.
  • Stonebridge Capital Advisors first reported a position in Apollo Global Management in Q3 2022 and held it in 5 quarters.
  • Stonebridge Capital Advisors's Apollo Global Management position peaked at $18.4K in Q3 2023.
  • 845 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.