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Hillsdale Investment Management’s Apogee Enterprises APOG Stock Holding History

Hillsdale Investment Management’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 		– Sell
-85,136
Closed -$6.08M – 602
2024
Q4 		$6.08M Sell
85,136
-10,000
-11% -$785K 0.31% 55
2024
Q3 		$6.66M Buy
95,136
+700
+0.7% +$45.1K 0.51% 37
2024
Q2 		$5.93M Sell
94,436
-3,900
-4% -$242K 0.47% 44
2024
Q1 		$5.82M Buy
98,336
+7,700
+8% +$425K 0.46% 41
2023
Q4 		$4.84M Sell
90,636
-200
-0.2% -$9.31K 0.4% 64
2023
Q3 		$4.28M Sell
90,836
-100
-0.1% -$4.86K 0.39% 78
2023
Q2 		$4.32M Hold
90,936
– – 0.4% 89
2023
Q1 		$3.93M Buy
90,936
+800
+0.9% +$35.9K 0.34% 114
2022
Q4 		$4.01M Buy
90,136
+70,755
+365% +$3.19M 0.34% 115
2022
Q3 		$741K Buy
+19,381
New +$790K 0.07% 220
2021
Q2 		– Sell
-800
Closed -$33K – 568
2021
Q1 		$33K Hold
800
– – ﹤0.01% 482
2020
Q4 		$25K Hold
800
– – ﹤0.01% 476
2020
Q3 		$17K Buy
+800
New +$17.5K ﹤0.01% 472

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hillsdale Investment Management's APOG Position: Q1 2025 in Review

Hillsdale Investment Management sold out of Apogee Enterprises (APOG) in Q1 2025, closing a stake of 85,136 shares — an estimated $6.08M sold.

Hillsdale Investment Management first reported a position in APOG in Q3 2020 and held it in 13 quarters. The position peaked at $6.66M in Q3 2024. 228 funds tracked by Wall St. Rank hold APOG as of Q1 2025.

  • Hillsdale Investment Management reported no remaining Apogee Enterprises position as of Q1 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 85,136 Apogee Enterprises shares in Q1 2025, an estimated $6.08M.
  • Hillsdale Investment Management first reported a position in Apogee Enterprises in Q3 2020 and held it in 13 quarters.
  • Hillsdale Investment Management's Apogee Enterprises position peaked at $6.66M in Q3 2024.
  • 228 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2025.

Based on Hillsdale Investment Management's 13F filing for Q1 2025, filed 9 May 2025.