Number of Shares
207,300.00
Current Holdings Value*
$14.50 Mil
% of Portfolio
7.02%
Total Estimate Gain
$5.68 Mil
% of Total Estimate Gain
36.59%

Fidelity Convertible Securities Fund's Apollo Asset Management, Inc. Holding Summary

As of 2025-05-31, FIDELITY FINANCIAL TRUST held 207,300.00 shares of Apollo Asset Management, Inc.(APOpA.PFD), totaling $14.50 Mil. This investment constitutes 7.02% of their stock portfolio, and FIDELITY FINANCIAL TRUST now holds -% of the outstanding Apollo Asset Management, Inc.(APOpA.PFD) stock.

The initial trade took place in 2023Q4. And since then Fidelity Convertible Securities Fund has made 4 purchases of APOpA.PFD, at an average price of $57.31, for a total of 270,800.00 shares. In addition, there have been 2 sales at an average price of $75.21 for 63,500.00 shares. Based on historical transaction data and APOpA.PFD's current price of $79.22, Fidelity Convertible Securities Fund's estimated gain on his APOpA.PFD holdings is $5.68 Mil, reflecting a 36.59% gain to date.

Fidelity Convertible Securities Fund APOpA.PFD ($79.22) Holding Chart

Fidelity Convertible Securities Fund APOpA.PFD ($79.22) 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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