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Lee Financial’s Apogee Enterprises APOG Stock Holding History

Lee Financial’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
Q1 		– Sell
-94
Closed -$5.02K – 191
2023
Q4 		$5.02K Hold
94
– – ﹤0.01% 541
2023
Q3 		$4.43K Hold
94
– – ﹤0.01% 543
2023
Q2 		$4.46K Hold
94
– – ﹤0.01% 527
2023
Q1 		$4.07K Hold
94
– – ﹤0.01% 562
2022
Q4 		$4.18K Hold
94
– – ﹤0.01% 578
2022
Q3 		$4K Hold
94
– – ﹤0.01% 558
2022
Q2 		$4K Hold
94
– – ﹤0.01% 575
2022
Q1 		$4K Sell
94
-22
-19% -$1.02K ﹤0.01% 523
2021
Q4 		$6K Hold
116
– – ﹤0.01% 565
2021
Q3 		$4K Hold
116
– – ﹤0.01% 504
2021
Q2 		$5K Buy
+116
New +$4.37K ﹤0.01% 453

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lee Financial's APOG Position: Q1 2024 in Review

Lee Financial sold out of Apogee Enterprises (APOG) in Q1 2024, closing a stake of 94 shares — an estimated $5.02K sold.

Lee Financial first reported a position in APOG in Q2 2021 and held it in 11 quarters. The position peaked at $6K in Q4 2021. 228 funds tracked by Wall St. Rank hold APOG as of Q1 2024.

  • Lee Financial reported no remaining Apogee Enterprises position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 94 Apogee Enterprises shares in Q1 2024, an estimated $5.02K.
  • Lee Financial first reported a position in Apogee Enterprises in Q2 2021 and held it in 11 quarters.
  • Lee Financial's Apogee Enterprises position peaked at $6K in Q4 2021.
  • 228 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.