Cerity Partners’s Apogee Enterprises APOG Stock Holding History

Cerity 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
2023 Q2	–	Sell	-104	Closed	-$982K	–	1653
2023 Q1	$982K	Buy	+104	New	+$4.67K	﹤0.01%	981

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cerity Partners's APOG Position: Q2 2023 in Review

Cerity Partners sold out of Apogee Enterprises (APOG) in Q2 2023, closing a stake of 104 shares — an estimated $982K sold.

Cerity Partners first reported a position in APOG in Q1 2023 and held it in 1 quarter. The position peaked at $982K in Q1 2023. 208 funds tracked by Wall St. Rank hold APOG as of Q2 2023.

Cerity Partners reported no remaining Apogee Enterprises position as of Q2 2023 after selling out during the quarter.
Cerity Partners sold 104 Apogee Enterprises shares in Q2 2023, an estimated $982K.
Cerity Partners first reported a position in Apogee Enterprises in Q1 2023 and held it in 1 quarter.
Cerity Partners's Apogee Enterprises position peaked at $982K in Q1 2023.
208 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.