Loring Wolcott & Coolidge Fiduciary Advisors’s Apogee Enterprises APOG Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022 Q1	–	Sell	-229	Closed	-$11K	–	636
2021 Q4	$11K	Hold	229	–	–	﹤0.01%	584
2021 Q3	$9K	Hold	229	–	–	﹤0.01%	601
2021 Q2	$9K	Buy	+229	New	+$8.63K	﹤0.01%	639
2021 Q1	–	Sell	-229	Closed	-$7K	–	324
2020 Q4	$7K	Sell	229 -596	-72%	-$16.1K	﹤0.01%	628
2020 Q3	$18K	Hold	825	–	–	﹤0.01%	473
2020 Q2	$19K	Hold	825	–	–	﹤0.01%	451
2020 Q1	$17K	Hold	825	–	–	﹤0.01%	482
2019 Q4	$27K	Hold	825	–	–	﹤0.01%	495
2019 Q3	$32K	Hold	825	–	–	﹤0.01%	460
2019 Q2	$36K	Hold	825	–	–	﹤0.01%	434
2019 Q1	$31K	Hold	825	–	–	﹤0.01%	457
2018 Q4	$41K	Buy	+825	New	+$29.6K	﹤0.01%	434
2017 Q4	–	Sell	-31	Closed	-$1K	–	744
2017 Q3	$1K	Buy	+31	New	+$1.52K	﹤0.01%	695

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's APOG Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Apogee Enterprises (APOG) in Q1 2022, closing a stake of 229 shares — an estimated $11K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in APOG in Q3 2017 and held it in 13 quarters. The position peaked at $41K in Q4 2018. 173 funds tracked by Wall St. Rank hold APOG as of Q1 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Apogee Enterprises position as of Q1 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 229 Apogee Enterprises shares in Q1 2022, an estimated $11K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Apogee Enterprises in Q3 2017 and held it in 13 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Apogee Enterprises position peaked at $41K in Q4 2018.
173 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.