Ownership history in RITHOLTZ WEALTH MANAGEMENT Β· 6 quarters on record
This page tracks every 13F SEC filing in which RITHOLTZ WEALTH MANAGEMENT reported a position in APOGEE ENTERPRISES INC (APOG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π RITHOLTZ WEALTH MANAGEMENT underperformed the S&P 500 by β53.5% annually on this APOG position. Timing score: 25% (1/4 decisions correct). Average cost basis: $55.96. Maximum drawdown during holding period: β42.5%.
β Significantly underperformed the S&P 500 by 53.5% ann.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $45.12 (2025 Q1) Β· Worst: $69.21 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size