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U.S. Global Investors (USGI)’s Apollo Global Management APO Stock Holding History

U.S. Global Investors (USGI)’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
2025
Q1 		– Sell
-7,345
Closed -$1.21M – 139
2024
Q4 		$1.21M Buy
7,345
+245
+3% +$38.8K 0.12% 57
2024
Q3 		$887K Sell
7,100
-7,900
-53% -$912K 0.09% 66
2024
Q2 		$1.77M Buy
15,000
+1,500
+11% +$170K 0.17% 46
2024
Q1 		$1.52M Buy
+13,500
New +$1.42M 0.12% 47
2023
Q4 		– Sell
-11,050
Closed -$992K – 144
2023
Q3 		$992K Sell
11,050
-2,450
-18% -$206K 0.08% 53
2023
Q2 		$1.04M Buy
+13,500
New +$903K 0.06% 53
2021
Q1 		– Sell
-3,000
Closed -$147K – 139
2020
Q4 		$147K Hold
3,000
– – 0.01% 138
2020
Q3 		$134K Buy
+3,000
New +$144K 0.01% 134

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM