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Aureus Asset Management’s Artisan Partners APAM Stock Holding History

Aureus Asset Management’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
Q1 		– Sell
-8,850
Closed -$446K – 179
2020
Q4 		$446K Hold
8,850
– – 0.04% 133
2020
Q3 		$345K Buy
+8,850
New +$324K 0.03% 136

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Federated Hermes
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
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aureus Asset Management's APAM Position: Q1 2021 in Review

Aureus Asset Management sold out of Artisan Partners (APAM) in Q1 2021, closing a stake of 8,850 shares — an estimated $446K sold.

Aureus Asset Management first reported a position in APAM in Q3 2020 and held it in 2 quarters. The position peaked at $446K in Q4 2020. 322 funds tracked by Wall St. Rank hold APAM as of Q1 2021.

  • Aureus Asset Management reported no remaining Artisan Partners position as of Q1 2021 after selling out during the quarter.
  • Aureus Asset Management sold 8,850 Artisan Partners shares in Q1 2021, an estimated $446K.
  • Aureus Asset Management first reported a position in Artisan Partners in Q3 2020 and held it in 2 quarters.
  • Aureus Asset Management's Artisan Partners position peaked at $446K in Q4 2020.
  • 322 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2021.

Based on Aureus Asset Management's 13F filing for Q1 2021, filed 14 May 2021.