Schroder Investment Management Group’s Apogee Enterprises APOG Stock Holding History

Schroder Investment Management 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
2025 Q1	–	Sell	-10,043	Closed	-$716K	–	1192
2024 Q4	$716K	Buy	+10,043	New	+$789K	﹤0.01%	1056
2020 Q3	–	Sell	-554,528	Closed	-$12.8M	–	1331
2020 Q2	$12.8M	Sell	554,528 -10,123	-2%	-$207K	0.02%	518
2020 Q1	$10.1M	Sell	564,651 -47,625	-8%	-$1.39M	0.02%	539
2019 Q4	$19.9M	Buy	612,276 +205,153	+50%	+$7.64M	0.03%	491
2019 Q3	$16M	Sell	407,123 -306,625	-43%	-$12.1M	0.03%	503
2019 Q2	$31M	Buy	713,748 +444,749	+165%	+$17.4M	0.02%	513
2019 Q1	$10.1M	Buy	+268,999	New	+$9.34M	0.02%	577

Other funds holding APOG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Schroder Investment Management Group's APOG Position: Q1 2025 in Review

Schroder Investment Management Group sold out of Apogee Enterprises (APOG) in Q1 2025, closing a stake of 10,043 shares — an estimated $716K sold.

Schroder Investment Management Group first reported a position in APOG in Q1 2019 and held it in 7 quarters. The position peaked at $31M in Q2 2019. 228 funds tracked by Wall St. Rank hold APOG as of Q1 2025.

Schroder Investment Management Group reported no remaining Apogee Enterprises position as of Q1 2025 after selling out during the quarter.
Schroder Investment Management Group sold 10,043 Apogee Enterprises shares in Q1 2025, an estimated $716K.
Schroder Investment Management Group first reported a position in Apogee Enterprises in Q1 2019 and held it in 7 quarters.
Schroder Investment Management Group's Apogee Enterprises position peaked at $31M in Q2 2019.
228 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2025.

Based on Schroder Investment Management Group's 13F filing for Q1 2025, filed 13 May 2025.