Miller Howard Investments’s Apogee Enterprises APOG Stock Holding History

Miller Howard 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
2024 Q4	–	Sell	-6,031	Closed	-$422K	–	146
2024 Q3	$422K	Sell	6,031 -4	-0.1%	-$257	0.01%	167
2024 Q2	$379K	Buy	6,035 +144	+2%	+$8.95K	0.01%	164
2024 Q1	$349K	Buy	5,891 +53	+0.9%	+$2.93K	0.01%	173
2023 Q4	$312K	Buy	5,838 +72	+1%	+$3.35K	0.01%	179
2023 Q3	$271K	Sell	5,766 -10	-0.2%	-$486	0.01%	171
2023 Q2	$274K	Buy	5,776 +2	+0%	+$83	0.01%	180
2023 Q1	$250K	Buy	5,774 +61	+1%	+$2.74K	0.01%	185
2022 Q4	$254K	Buy	5,713 +1	+0%	+$45	0.01%	185
2022 Q3	$218K	Buy	5,712 +13	+0.2%	+$530	0.01%	186
2022 Q2	$224K	Buy	+5,699	New	+$244K	0.01%	184

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

Miller Howard Investments's APOG Position: Q4 2024 in Review

Miller Howard Investments sold out of Apogee Enterprises (APOG) in Q4 2024, closing a stake of 6,031 shares — an estimated $422K sold.

Miller Howard Investments first reported a position in APOG in Q2 2022 and held it in 10 quarters. The position peaked at $422K in Q3 2024. 262 funds tracked by Wall St. Rank hold APOG as of Q4 2024.

Miller Howard Investments reported no remaining Apogee Enterprises position as of Q4 2024 after selling out during the quarter.
Miller Howard Investments sold 6,031 Apogee Enterprises shares in Q4 2024, an estimated $422K.
Miller Howard Investments first reported a position in Apogee Enterprises in Q2 2022 and held it in 10 quarters.
Miller Howard Investments's Apogee Enterprises position peaked at $422K in Q3 2024.
262 funds tracked by Wall St. Rank held Apogee Enterprises as of Q4 2024.

Based on Miller Howard Investments's 13F filing for Q4 2024, filed 28 Jan 2025.