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Aperio Group’s Artisan Partners APAM Stock Holding History

Aperio Group’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
2020
Q4 		$3.11M Sell
61,822
-1,219
-2% -$55.4K 0.01% 1038
2020
Q3 		$2.46M Sell
63,041
-256
-0.4% -$9.38K 0.01% 1027
2020
Q2 		$2.06M Buy
63,297
+5,663
+10% +$157K 0.01% 1101
2020
Q1 		$1.24M Buy
57,634
+22,865
+66% +$686K 0.01% 1216
2019
Q4 		$1.12M Buy
34,769
+1,530
+5% +$44.2K ﹤0.01% 1377
2019
Q3 		$939K Buy
33,239
+3,101
+10% +$86.8K ﹤0.01% 1424
2019
Q2 		$829K Buy
30,138
+575
+2% +$15.3K ﹤0.01% 1494
2019
Q1 		$744K Sell
29,563
-13,839
-32% -$338K ﹤0.01% 1520
2018
Q4 		$960K Sell
43,402
-16,110
-27% -$430K ﹤0.01% 1332
2018
Q3 		$1.93M Sell
59,512
-11,191
-16% -$365K 0.01% 1083
2018
Q2 		$2.13M Buy
70,703
+9,420
+15% +$306K 0.01% 1002
2018
Q1 		$2.04M Sell
61,283
-9,700
-14% -$350K 0.01% 998
2017
Q4 		$2.8M Buy
70,983
+410
+0.6% +$15.2K 0.01% 864
2017
Q3 		$2.3M Sell
70,573
-434
-0.6% -$13.5K 0.01% 883
2017
Q2 		$2.18M Buy
71,007
+22,075
+45% +$634K 0.01% 878
2017
Q1 		$1.35M Sell
48,932
-2,537
-5% -$72.8K 0.01% 1032
2016
Q4 		$1.53M Buy
51,469
+3,874
+8% +$110K 0.01% 932
2016
Q3 		$1.29M Buy
47,595
+9,954
+26% +$272K 0.01% 992
2016
Q2 		$1.04M Buy
37,641
+20,431
+119% +$644K 0.01% 1054
2016
Q1 		$531K Buy
17,210
+8,606
+100% +$251K ﹤0.01% 1331
2015
Q4 		$310K Buy
+8,604
New +$318K ﹤0.01% 1595

Other funds holding APAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aperio Group's APAM Position: Q4 2020 in Review

Aperio Group reduced its Artisan Partners (APAM) stake by 1.9% in Q4 2020, selling an estimated $55.4K and leaving 61,822 shares worth $3.11M. The position accounts for 0.01% of the portfolio, ranked #1038.

Aperio Group first reported a position in APAM in Q4 2015 and has held it in 21 quarters since. 283 funds tracked by Wall St. Rank hold APAM as of Q4 2020.

  • Aperio Group held 61,822 shares of Artisan Partners worth $3.11M as of Q4 2020.
  • Aperio Group sold 1,219 Artisan Partners shares in Q4 2020, an estimated $55.4K.
  • Artisan Partners made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1038 holding.
  • Aperio Group first reported a position in Artisan Partners in Q4 2015 and has held it in 21 quarters since.
  • 283 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.