Jackson Creek Investment Advisors’s Apogee Enterprises APOG Stock Holding History

Jackson Creek Investment Advisors’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	-20,023	Closed	-$1.43M	–	292
2024 Q4	$1.43M	Buy	+20,023	New	+$1.57M	0.43%	117
2023 Q2	–	Sell	-21,821	Closed	-$944K	–	308
2023 Q1	$944K	Sell	21,821 -6	-0%	-$270	0.4%	78
2022 Q4	$970K	Sell	21,827 -838	-4%	-$37.8K	0.43%	55
2022 Q3	$866K	Sell	22,665 -943	-4%	-$38.4K	0.41%	92
2022 Q2	$982K	Buy	+23,608	New	+$1.01M	0.4%	107

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

Jackson Creek Investment Advisors's APOG Position: Q1 2025 in Review

Jackson Creek Investment Advisors sold out of Apogee Enterprises (APOG) in Q1 2025, closing a stake of 20,023 shares — an estimated $1.43M sold.

Jackson Creek Investment Advisors first reported a position in APOG in Q2 2022 and held it in 5 quarters. The position peaked at $1.43M in Q4 2024. 228 funds tracked by Wall St. Rank hold APOG as of Q1 2025.

Jackson Creek Investment Advisors reported no remaining Apogee Enterprises position as of Q1 2025 after selling out during the quarter.
Jackson Creek Investment Advisors sold 20,023 Apogee Enterprises shares in Q1 2025, an estimated $1.43M.
Jackson Creek Investment Advisors first reported a position in Apogee Enterprises in Q2 2022 and held it in 5 quarters.
Jackson Creek Investment Advisors's Apogee Enterprises position peaked at $1.43M in Q4 2024.
228 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2025, filed 5 May 2025.