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Advisory Research’s Artisan Partners APAM Stock Holding History

Advisory Research’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-134,118
Closed -$6.82M – 357
2021
Q2 		$6.82M Sell
134,118
-5,712
-4% -$300K 0.45% 71
2021
Q1 		$7.29M Buy
139,830
+115,575
+476% +$5.9M 0.51% 68
2020
Q4 		$1.22M Buy
+24,255
New +$1.1M 0.09% 172
2018
Q2 		– Sell
-31,791
Closed -$1.06M – 367
2018
Q1 		$1.06M Sell
31,791
-16,737
-34% -$604K 0.02% 262
2017
Q4 		$1.92M Sell
48,528
-11,283
-19% -$418K 0.03% 225
2017
Q3 		$1.95M Buy
+59,811
New +$1.86M 0.03% 221

Other funds holding APAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return