Bailard’s Artisan Partners APAM Stock Holding History

Bailard’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	–	Sell	-8,700	Closed	-$339K	–	627
2020 Q3	$339K	Buy	+8,700	New	+$319K	0.02%	359

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

CCP

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Bailard's APAM Position: Q4 2020 in Review

Bailard sold out of Artisan Partners (APAM) in Q4 2020, closing a stake of 8,700 shares — an estimated $339K sold.

Bailard first reported a position in APAM in Q3 2020 and held it in 1 quarter. The position peaked at $339K in Q3 2020. 283 funds tracked by Wall St. Rank hold APAM as of Q4 2020.

Bailard reported no remaining Artisan Partners position as of Q4 2020 after selling out during the quarter.
Bailard sold 8,700 Artisan Partners shares in Q4 2020, an estimated $339K.
Bailard first reported a position in Artisan Partners in Q3 2020 and held it in 1 quarter.
Bailard's Artisan Partners position peaked at $339K in Q3 2020.
283 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2020.

Based on Bailard's 13F filing for Q4 2020, filed 3 Feb 2021.