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Horizon Investment Services’s Apogee Enterprises APOG Stock Holding History

Horizon Investment Services’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
2024
Q3 		– Sell
-11,200
Closed -$704K – 124
2024
Q2 		$704K Buy
+11,200
New +$696K 0.33% 63
2017
Q2 		– Sell
-38,240
Closed -$2.28M – 104
2017
Q1 		$2.28M Buy
38,240
+23,075
+152% +$1.32M 1.02% 38
2016
Q4 		$812K Buy
15,165
+129
+0.9% +$5.98K 0.38% 54
2016
Q3 		$672K Buy
+15,036
New +$702K 0.34% 60

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Horizon Investment Services's APOG Position: Q3 2024 in Review

Horizon Investment Services sold out of Apogee Enterprises (APOG) in Q3 2024, closing a stake of 11,200 shares — an estimated $704K sold.

Horizon Investment Services first reported a position in APOG in Q3 2016 and held it in 4 quarters. The position peaked at $2.28M in Q1 2017. 241 funds tracked by Wall St. Rank hold APOG as of Q3 2024.

  • Horizon Investment Services reported no remaining Apogee Enterprises position as of Q3 2024 after selling out during the quarter.
  • Horizon Investment Services sold 11,200 Apogee Enterprises shares in Q3 2024, an estimated $704K.
  • Horizon Investment Services first reported a position in Apogee Enterprises in Q3 2016 and held it in 4 quarters.
  • Horizon Investment Services's Apogee Enterprises position peaked at $2.28M in Q1 2017.
  • 241 funds tracked by Wall St. Rank held Apogee Enterprises as of Q3 2024.

Based on Horizon Investment Services's 13F filing for Q3 2024, filed 12 Nov 2024.