MFG
APOG icon

Mendota Financial Group’s Apogee Enterprises APOG Stock Holding History

Mendota Financial Group’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
Q4 		– Sell
-3
Closed -$211 – 432
2024
Q3 		$211 Buy
+3
New +$193 ﹤0.01% 608

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Mendota Financial Group's APOG Position: Q4 2024 in Review

Mendota Financial Group sold out of Apogee Enterprises (APOG) in Q4 2024, closing a stake of 3 shares — an estimated $211 sold.

Mendota Financial Group first reported a position in APOG in Q3 2024 and held it in 1 quarter. The position peaked at $211 in Q3 2024. 262 funds tracked by Wall St. Rank hold APOG as of Q4 2024.

  • Mendota Financial Group reported no remaining Apogee Enterprises position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 3 Apogee Enterprises shares in Q4 2024, an estimated $211.
  • Mendota Financial Group first reported a position in Apogee Enterprises in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Apogee Enterprises position peaked at $211 in Q3 2024.
  • 262 funds tracked by Wall St. Rank held Apogee Enterprises as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.