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Van Hulzen Asset Management’s Apogee Enterprises APOG Stock Holding History

Van Hulzen Asset 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
-17
Closed -$1.21K – 350
2024
Q4 		$1.21K Buy
+17
New +$1.33K ﹤0.01% 1001
2021
Q3 		– Sell
-7,749
Closed -$316K – 284
2021
Q2 		$316K Buy
7,749
+82
+1% +$3.09K 0.05% 206
2021
Q1 		$313K Buy
7,667
+248
+3% +$9.37K 0.05% 193
2020
Q4 		$235K Buy
+7,419
New +$201K 0.04% 243

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Van Hulzen Asset Management's APOG Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Apogee Enterprises (APOG) in Q1 2025, closing a stake of 17 shares — an estimated $1.21K sold.

Van Hulzen Asset Management first reported a position in APOG in Q4 2020 and held it in 4 quarters. The position peaked at $316K in Q2 2021. 228 funds tracked by Wall St. Rank hold APOG as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Apogee Enterprises position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 17 Apogee Enterprises shares in Q1 2025, an estimated $1.21K.
  • Van Hulzen Asset Management first reported a position in Apogee Enterprises in Q4 2020 and held it in 4 quarters.
  • Van Hulzen Asset Management's Apogee Enterprises position peaked at $316K in Q2 2021.
  • 228 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.