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Mutual of America Capital Management’s Apogee Enterprises APOG Stock Holding History

Mutual of America Capital Management’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
2025
Q1 		– Sell
-3,324
Closed -$237K – 1417
2024
Q4 		$237K Buy
3,324
+25
+0.8% +$1.96K ﹤0.01% 1334
2024
Q3 		$231K Sell
3,299
-339
-9% -$21.8K ﹤0.01% 1365
2024
Q2 		$229K Sell
3,638
-167
-4% -$10.4K ﹤0.01% 1368
2024
Q1 		$225K Sell
3,805
-58
-2% -$3.21K ﹤0.01% 1388
2023
Q4 		$206K Buy
+3,863
New +$180K ﹤0.01% 1406
2023
Q3 		– Sell
-4,354
Closed -$207K – 1441
2023
Q2 		$207K Buy
+4,354
New +$182K ﹤0.01% 1401
2023
Q1 		– Sell
-4,654
Closed -$207K – 1463
2022
Q4 		$207K Buy
4,654
+245
+6% +$11K ﹤0.01% 1379
2022
Q3 		$169K Buy
4,409
+681
+18% +$27.7K ﹤0.01% 1413
2022
Q2 		$146K Buy
3,728
+145
+4% +$6.2K ﹤0.01% 1416
2022
Q1 		$170K Buy
3,583
+121
+3% +$5.63K ﹤0.01% 1400
2021
Q4 		$167K Buy
3,462
+58
+2% +$2.53K ﹤0.01% 1400
2021
Q3 		$129K Sell
3,404
-261
-7% -$10.5K ﹤0.01% 1463
2021
Q2 		$149K Buy
3,665
+192
+6% +$7.23K ﹤0.01% 1465
2021
Q1 		$142K Buy
3,473
+177
+5% +$6.69K ﹤0.01% 1459
2020
Q4 		$104K Buy
3,296
+128
+4% +$3.46K ﹤0.01% 1466
2020
Q3 		$68K Buy
3,168
+1,884
+147% +$41.2K ﹤0.01% 1482
2020
Q2 		$30K Buy
1,284
+149
+13% +$3.04K ﹤0.01% 1459
2020
Q1 		$24K Buy
1,135
+184
+19% +$5.38K ﹤0.01% 1448
2019
Q4 		$31K Sell
951
-40
-4% -$1.49K ﹤0.01% 1465
2019
Q3 		$39K Buy
991
+30
+3% +$1.19K ﹤0.01% 1398
2019
Q2 		$42K Buy
961
+183
+24% +$7.16K ﹤0.01% 1381
2019
Q1 		$29K Buy
778
+71
+10% +$2.47K ﹤0.01% 1429
2018
Q4 		$21K Buy
707
+170
+32% +$6.09K ﹤0.01% 1452
2018
Q3 		$22K Buy
537
+433
+416% +$20.9K ﹤0.01% 1447
2018
Q2 		$5K Buy
+104
New +$4.47K ﹤0.01% 1374

Other funds holding APOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $178B AUM 37.23% 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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mutual of America Capital Management's APOG Position: Q1 2025 in Review

Mutual of America Capital Management sold out of Apogee Enterprises (APOG) in Q1 2025, closing a stake of 3,324 shares — an estimated $237K sold.

Mutual of America Capital Management first reported a position in APOG in Q2 2018 and held it in 25 quarters. The position peaked at $237K in Q4 2024. 228 funds tracked by Wall St. Rank hold APOG as of Q1 2025.

  • Mutual of America Capital Management reported no remaining Apogee Enterprises position as of Q1 2025 after selling out during the quarter.
  • Mutual of America Capital Management sold 3,324 Apogee Enterprises shares in Q1 2025, an estimated $237K.
  • Mutual of America Capital Management first reported a position in Apogee Enterprises in Q2 2018 and held it in 25 quarters.
  • Mutual of America Capital Management's Apogee Enterprises position peaked at $237K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2025.

Based on Mutual of America Capital Management's 13F filing for Q1 2025, filed 1 May 2025.