Ave Maria Focused Fund APO Holdings History
Ave Maria Focused Fund's Apollo Asset Management, Inc. Holding Summary
As of 2025-03-31, SCHWARTZ INVESTMENT TRUST held 22,281.00 shares of Apollo Asset Management, Inc.(APO), totaling $3.05 Mil. This investment constitutes 5.8% of their stock portfolio, and SCHWARTZ INVESTMENT TRUST now holds 0% of the outstanding Apollo Asset Management, Inc.(APO) stock.
The initial trade took place in 2023Q4. And since then Ave Maria Focused Fund has made 1 purchases of APO, at an average price of $88.29, for a total of 34,128.00 shares. In addition, there have been 4 sales at an average price of $122.47 for 11,847.00 shares. Based on historical transaction data and APO's current price of $151.64, Ave Maria Focused Fund's estimated gain on his APO holdings is $1.82 Mil, reflecting a 60.28% gain to date.
Ave Maria Focused Fund APO ($151.64) Holding Chart
Ave Maria Focused Fund APO ($151.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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