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Kula Investments’s Apogee Enterprises APOG Stock Holding History

Kula Investments’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
2023
Q1 		$237K Buy
+5,480
New +$246K 0.06% 527

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kula Investments's APOG Position: Q1 2023 in Review

Kula Investments opened a new position in Apogee Enterprises (APOG) in Q1 2023: 5,480 shares worth $237K. The stake represents 0.06% of the portfolio and ranks #527 among its holdings.

202 funds tracked by Wall St. Rank hold APOG as of Q1 2023.

  • Kula Investments held 5,480 shares of Apogee Enterprises worth $237K as of Q1 2023.
  • Apogee Enterprises was a new Kula Investments position in Q1 2023.
  • Apogee Enterprises made up 0.06% of Kula Investments's portfolio in Q1 2023, its #527 holding.
  • 202 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.