Foundry Partners’s Apogee Enterprises APOG Stock Holding History

Foundry 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
2025 Q1	$2.44M	Buy	52,710 +712	+1%	+$36.4K	0.13%	189
2024 Q4	$3.71M	Sell	51,998 -7,739	-13%	-$608K	0.19%	179
2024 Q3	$4.18M	Buy	+59,737	New	+$3.84M	0.21%	159
2019 Q1	–	Sell	-12,670	Closed	-$378K	–	387
2018 Q4	$378K	Buy	12,670 +1,845	+17%	+$66.1K	0.02%	350
2018 Q3	$447K	Sell	10,825 -2,585	-19%	-$125K	0.02%	352
2018 Q2	$646K	Buy	13,410 +225	+2%	+$9.67K	0.03%	336
2018 Q1	$572K	Buy	13,185 +150	+1%	+$6.7K	0.02%	343
2017 Q4	$596K	Buy	13,035 +2,470	+23%	+$118K	0.02%	332
2017 Q3	$510K	Sell	10,565 -2,375	-18%	-$117K	0.02%	343
2017 Q2	$736K	Buy	12,940 +1,928	+18%	+$106K	0.03%	343
2017 Q1	$656K	Sell	11,012 -1,675	-13%	-$96K	0.03%	361
2016 Q4	$680K	Buy	12,687 +3,015	+31%	+$140K	0.03%	362
2016 Q3	$432K	Buy	+9,672	New	+$451K	0.02%	323

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

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

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

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

Foundry Partners's APOG Position: Q1 2025 in Review

Foundry Partners increased its Apogee Enterprises (APOG) stake by 1.4% in Q1 2025, buying an estimated $36.4K and bringing the position to 52,710 shares worth $2.44M. The position accounts for 0.13% of the portfolio, ranked #189.

Foundry Partners first reported a position in APOG in Q3 2016 and has held it in 13 quarters since. The position peaked at $4.18M in Q3 2024. 228 funds tracked by Wall St. Rank hold APOG as of Q1 2025.

Foundry Partners held 52,710 shares of Apogee Enterprises worth $2.44M as of Q1 2025.
Foundry Partners bought 712 Apogee Enterprises shares in Q1 2025, an estimated $36.4K.
Apogee Enterprises made up 0.13% of Foundry Partners's portfolio in Q1 2025, its #189 holding.
Foundry Partners first reported a position in Apogee Enterprises in Q3 2016 and has held it in 13 quarters since.
Foundry Partners's Apogee Enterprises position peaked at $4.18M in Q3 2024.
228 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.