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Algert Global’s Artisan Partners APAM Stock Holding History

Algert Global’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
2025
Q1 		– Sell
-13,293
Closed -$572K – 1173
2024
Q4 		$572K Buy
13,293
+6,346
+91% +$290K 0.01% 880
2024
Q3 		$301K Hold
6,947
– – 0.01% 998
2024
Q2 		$287K Buy
+6,947
New +$300K 0.01% 1137
2022
Q2 		– Sell
-30,440
Closed -$1.2M – 1202
2022
Q1 		$1.2M Sell
30,440
-17,984
-37% -$731K 0.08% 443
2021
Q4 		$2.31M Buy
48,424
+37,486
+343% +$1.8M 0.29% 46
2021
Q3 		$535K Buy
+10,938
New +$552K 0.07% 513

Other funds holding APAM

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Algert Global's APAM Position: Q1 2025 in Review

Algert Global sold out of Artisan Partners (APAM) in Q1 2025, closing a stake of 13,293 shares — an estimated $572K sold.

Algert Global first reported a position in APAM in Q3 2021 and held it in 6 quarters. The position peaked at $2.31M in Q4 2021. 359 funds tracked by Wall St. Rank hold APAM as of Q1 2025.

  • Algert Global reported no remaining Artisan Partners position as of Q1 2025 after selling out during the quarter.
  • Algert Global sold 13,293 Artisan Partners shares in Q1 2025, an estimated $572K.
  • Algert Global first reported a position in Artisan Partners in Q3 2021 and held it in 6 quarters.
  • Algert Global's Artisan Partners position peaked at $2.31M in Q4 2021.
  • 359 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2025.

Based on Algert Global's 13F filing for Q1 2025, filed 13 May 2025.