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Sugarloaf Wealth Management’s Apollo Global Management APO Stock Holding History

Sugarloaf Wealth Management’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
Q1 		– Sell
-330
Closed -$30.8K – 677
2023
Q4 		$30.8K Buy
+330
New +$29.1K 0.01% 339

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sugarloaf Wealth Management's APO Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of Apollo Global Management (APO) in Q1 2024, closing a stake of 330 shares — an estimated $30.8K sold.

Sugarloaf Wealth Management first reported a position in APO in Q4 2023 and held it in 1 quarter. The position peaked at $30.8K in Q4 2023. 892 funds tracked by Wall St. Rank hold APO as of Q1 2024.

  • Sugarloaf Wealth Management reported no remaining Apollo Global Management position as of Q1 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 330 Apollo Global Management shares in Q1 2024, an estimated $30.8K.
  • Sugarloaf Wealth Management first reported a position in Apollo Global Management in Q4 2023 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Apollo Global Management position peaked at $30.8K in Q4 2023.
  • 892 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.