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Wintrust Investments’s Apollo Global Management APO Stock Holding History

Wintrust Investments’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
Q4 		$1.44M Buy
8,714
+7,832
+888% +$1.24M 1.27% 18
2024
Q3 		$110K Sell
882
-7,869
-90% -$908K 0.08% 194
2024
Q2 		$1.03M Sell
8,751
-100
-1% -$11.3K 0.08% 189
2024
Q1 		$995K Sell
8,851
-69
-0.8% -$7.28K 0.09% 190
2023
Q4 		$831K Sell
8,920
-344
-4% -$30.4K 0.08% 198
2023
Q3 		$832K Sell
9,264
-343
-4% -$28.8K 0.09% 189
2023
Q2 		$738K Sell
9,607
-3
-0% -$201 0.07% 216
2023
Q1 		$607K Hold
9,610
– – 0.08% 186
2022
Q4 		$613K Hold
9,610
– – 0.08% 187
2022
Q3 		$447K Sell
9,610
-132
-1% -$7.25K 0.06% 240
2022
Q2 		$472K Buy
9,742
+71
+0.7% +$3.86K 0.06% 235
2022
Q1 		$600K Buy
9,671
+5,273
+120% +$347K 0.06% 231
2021
Q4 		$319K Sell
4,398
-106
-2% -$7.65K 0.03% 327
2021
Q3 		$277K Hold
4,504
– – 0.04% 228
2021
Q2 		$280K Sell
4,504
-941
-17% -$52.2K 0.03% 350
2021
Q1 		$256K Buy
+5,445
New +$265K 0.03% 354
2020
Q4 		– Sell
-4,695
Closed -$210K – 188
2020
Q3 		$210K Hold
4,695
– – 0.03% 321
2020
Q2 		$234K Buy
+4,695
New +$206K 0.03% 307

Other funds holding APO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wintrust Investments's APO Position: Q4 2024 in Review

Wintrust Investments increased its Apollo Global Management (APO) stake by 888% in Q4 2024, buying an estimated $1.24M and bringing the position to 8,714 shares worth $1.44M. The position accounts for 1.27% of the portfolio, ranked #18.

Wintrust Investments first reported a position in APO in Q2 2020 and has held it in 18 quarters since. 1,121 funds tracked by Wall St. Rank hold APO as of Q4 2024.

  • Wintrust Investments held 8,714 shares of Apollo Global Management worth $1.44M as of Q4 2024.
  • Wintrust Investments bought 7,832 Apollo Global Management shares in Q4 2024, an estimated $1.24M.
  • Apollo Global Management made up 1.27% of Wintrust Investments's portfolio in Q4 2024, its #18 holding.
  • Wintrust Investments first reported a position in Apollo Global Management in Q2 2020 and has held it in 18 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.