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Arden Trust’s Artisan Partners APAM Stock Holding History

Arden Trust’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
2024
Q2 		$1.09M Buy
26,391
+382
+1% +$16.5K 0.15% 93
2024
Q1 		$1.19M Buy
26,009
+492
+2% +$21.1K 0.17% 94
2023
Q4 		$1.13M Buy
25,517
+1,375
+6% +$51.9K 0.17% 89
2023
Q3 		$903K Buy
24,142
+12,292
+104% +$477K 0.15% 98
2023
Q2 		$466K Buy
11,850
+3,012
+34% +$104K 0.08% 147
2023
Q1 		$283K Buy
+8,838
New +$296K 0.05% 251

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Arden Trust's APAM Position: Q2 2024 in Review

Arden Trust increased its Artisan Partners (APAM) stake by 1.5% in Q2 2024, buying an estimated $16.5K and bringing the position to 26,391 shares worth $1.09M. The position accounts for 0.15% of the portfolio, ranked #93.

Arden Trust first reported a position in APAM in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.19M in Q1 2024. 332 funds tracked by Wall St. Rank hold APAM as of Q2 2024.

  • Arden Trust held 26,391 shares of Artisan Partners worth $1.09M as of Q2 2024.
  • Arden Trust bought 382 Artisan Partners shares in Q2 2024, an estimated $16.5K.
  • Artisan Partners made up 0.15% of Arden Trust's portfolio in Q2 2024, its #93 holding.
  • Arden Trust first reported a position in Artisan Partners in Q1 2023 and has held it in 6 quarters since.
  • Arden Trust's Artisan Partners position peaked at $1.19M in Q1 2024.
  • 332 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.