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Yorktown Management & Research Company’s Apogee Enterprises APOG Stock Holding History

Yorktown Management & Research Company’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
2020
Q1 		– Sell
-6,360
Closed -$207K – 241
2019
Q4 		$207K Hold
6,360
– – 0.11% 272
2019
Q3 		$248K Hold
6,360
– – 0.13% 236
2019
Q2 		$276K Hold
6,360
– – 0.1% 244
2019
Q1 		$238K Buy
+6,360
New +$221K 0.08% 282

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Yorktown Management & Research Company's APOG Position: Q1 2020 in Review

Yorktown Management & Research Company sold out of Apogee Enterprises (APOG) in Q1 2020, closing a stake of 6,360 shares — an estimated $207K sold.

Yorktown Management & Research Company first reported a position in APOG in Q1 2019 and held it in 4 quarters. The position peaked at $276K in Q2 2019. 151 funds tracked by Wall St. Rank hold APOG as of Q1 2020.

  • Yorktown Management & Research Company reported no remaining Apogee Enterprises position as of Q1 2020 after selling out during the quarter.
  • Yorktown Management & Research Company sold 6,360 Apogee Enterprises shares in Q1 2020, an estimated $207K.
  • Yorktown Management & Research Company first reported a position in Apogee Enterprises in Q1 2019 and held it in 4 quarters.
  • Yorktown Management & Research Company's Apogee Enterprises position peaked at $276K in Q2 2019.
  • 151 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2020.

Based on Yorktown Management & Research Company's 13F filing for Q1 2020, filed 29 Apr 2020.