Number of Shares
111,830.00
Current Holdings Value*
$15.31 Mil
% of Portfolio
3.44%
Total Estimate Gain
$4.61 Mil
% of Total Estimate Gain
36.32%

Baron Durable Advantage Fund's Apollo Asset Management, Inc. Holding Summary

As of 2025-03-31, BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) held 111,830.00 shares of Apollo Asset Management, Inc.(APO), totaling $15.31 Mil. This investment constitutes 3.44% of their stock portfolio, and BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) now holds 0.02% of the outstanding Apollo Asset Management, Inc.(APO) stock.

The initial trade took place in 2024Q1. And since then Baron Durable Advantage Fund has made 3 purchases of APO, at an average price of $108.20, for a total of 117,429.00 shares. In addition, there have been 1 sales at an average price of $153.77 for 5,599.00 shares. Based on historical transaction data and APO's current price of $147.18, Baron Durable Advantage Fund's estimated gain on his APO holdings is $4.61 Mil, reflecting a 36.32% gain to date.

Baron Durable Advantage Fund APO ($147.18) Holding Chart

Baron Durable Advantage Fund APO ($147.18) 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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