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Jackson Wealth Management’s Apogee Enterprises APOG Stock Holding History

Jackson Wealth 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
2020
Q3 		– Sell
-10,000
Closed -$230K – 124
2020
Q2 		$230K Buy
+10,000
New +$204K 0.04% 122

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jackson Wealth Management's APOG Position: Q3 2020 in Review

Jackson Wealth Management sold out of Apogee Enterprises (APOG) in Q3 2020, closing a stake of 10,000 shares — an estimated $230K sold.

Jackson Wealth Management first reported a position in APOG in Q2 2020 and held it in 1 quarter. The position peaked at $230K in Q2 2020. 159 funds tracked by Wall St. Rank hold APOG as of Q3 2020.

  • Jackson Wealth Management reported no remaining Apogee Enterprises position as of Q3 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 10,000 Apogee Enterprises shares in Q3 2020, an estimated $230K.
  • Jackson Wealth Management first reported a position in Apogee Enterprises in Q2 2020 and held it in 1 quarter.
  • Jackson Wealth Management's Apogee Enterprises position peaked at $230K in Q2 2020.
  • 159 funds tracked by Wall St. Rank held Apogee Enterprises as of Q3 2020.

Based on Jackson Wealth Management's 13F filing for Q3 2020, filed 13 Oct 2020.