BOK Financial’s Apogee Enterprises APOG Stock Holding History

BOK Financial’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
2023 Q4	–	Sell	-16	Closed	-$687	–	1261
2023 Q3	$687	Buy	+16	New	+$778	﹤0.01%	1103

Other funds holding APOG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BOK Financial's APOG Position: Q4 2023 in Review

BOK Financial sold out of Apogee Enterprises (APOG) in Q4 2023, closing a stake of 16 shares — an estimated $687 sold.

BOK Financial first reported a position in APOG in Q3 2023 and held it in 1 quarter. The position peaked at $687 in Q3 2023. 211 funds tracked by Wall St. Rank hold APOG as of Q4 2023.

BOK Financial reported no remaining Apogee Enterprises position as of Q4 2023 after selling out during the quarter.
BOK Financial sold 16 Apogee Enterprises shares in Q4 2023, an estimated $687.
BOK Financial first reported a position in Apogee Enterprises in Q3 2023 and held it in 1 quarter.
BOK Financial's Apogee Enterprises position peaked at $687 in Q3 2023.
211 funds tracked by Wall St. Rank held Apogee Enterprises as of Q4 2023.

Based on BOK Financial's 13F filing for Q4 2023, filed 14 Feb 2024.