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Weld Capital Management’s Apogee Enterprises APOG Stock Holding History

Weld 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
2019
Q4 		– Sell
-28,155
Closed -$1.1M – 595
2019
Q3 		$1.1M Buy
+28,155
New +$1.11M 0.2% 144

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Weld Capital Management's APOG Position: Q4 2019 in Review

Weld Capital Management sold out of Apogee Enterprises (APOG) in Q4 2019, closing a stake of 28,155 shares — an estimated $1.1M sold.

Weld Capital Management first reported a position in APOG in Q3 2019 and held it in 1 quarter. The position peaked at $1.1M in Q3 2019. 171 funds tracked by Wall St. Rank hold APOG as of Q4 2019.

  • Weld Capital Management reported no remaining Apogee Enterprises position as of Q4 2019 after selling out during the quarter.
  • Weld Capital Management sold 28,155 Apogee Enterprises shares in Q4 2019, an estimated $1.1M.
  • Weld Capital Management first reported a position in Apogee Enterprises in Q3 2019 and held it in 1 quarter.
  • Weld Capital Management's Apogee Enterprises position peaked at $1.1M in Q3 2019.
  • 171 funds tracked by Wall St. Rank held Apogee Enterprises as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.