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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Advisory Research's APAM Position: Q3 2021 in Review

Advisory Research sold out of Artisan Partners (APAM) in Q3 2021, closing a stake of 134,118 shares — an estimated $6.82M sold.

Advisory Research first reported a position in APAM in Q3 2017 and held it in 6 quarters. The position peaked at $7.29M in Q1 2021. 300 funds tracked by Wall St. Rank hold APAM as of Q3 2021.

Advisory Research reported no remaining Artisan Partners position as of Q3 2021 after selling out during the quarter.
Advisory Research sold 134,118 Artisan Partners shares in Q3 2021, an estimated $6.82M.
Advisory Research first reported a position in Artisan Partners in Q3 2017 and held it in 6 quarters.
Advisory Research's Artisan Partners position peaked at $7.29M in Q1 2021.
300 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2021.

Based on Advisory Research's 13F filing for Q3 2021, filed 12 Nov 2021.