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Almanack Investment Partners’s Apogee Enterprises APOG Stock Holding History

Almanack Investment Partners’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-53
Closed -$2K – 235
2022
Q3 		$2K Buy
+53
New +$2.16K ﹤0.01% 685

Other funds holding APOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Almanack Investment Partners's APOG Position: Q4 2022 in Review

Almanack Investment Partners sold out of Apogee Enterprises (APOG) in Q4 2022, closing a stake of 53 shares — an estimated $2K sold.

Almanack Investment Partners first reported a position in APOG in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 198 funds tracked by Wall St. Rank hold APOG as of Q4 2022.

  • Almanack Investment Partners reported no remaining Apogee Enterprises position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 53 Apogee Enterprises shares in Q4 2022, an estimated $2K.
  • Almanack Investment Partners first reported a position in Apogee Enterprises in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Apogee Enterprises position peaked at $2K in Q3 2022.
  • 198 funds tracked by Wall St. Rank held Apogee Enterprises as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.