Barrow, Hanley, Mewhinney & Strauss
APAM icon

Barrow, Hanley, Mewhinney & Strauss’s Artisan Partners APAM Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2022
Q4 		– Sell
-323
Closed -$9K – 287
2022
Q3 		$9K Hold
323
– – ﹤0.01% 155
2022
Q2 		$11K Buy
+323
New +$11.7K ﹤0.01% 153
2021
Q4 		– Sell
-412
Closed -$20K – 334
2021
Q3 		$20K Hold
412
– – ﹤0.01% 280
2021
Q2 		$21K Sell
412
-151
-27% -$7.94K ﹤0.01% 287
2021
Q1 		$29K Buy
+563
New +$28.7K ﹤0.01% 275
2020
Q3 		– Sell
-22,852
Closed -$743K – 318
2020
Q2 		$743K Sell
22,852
-7,088
-24% -$196K ﹤0.01% 193
2020
Q1 		$644K Sell
29,940
-114,782
-79% -$3.44M ﹤0.01% 194
2019
Q4 		$4.68M Buy
144,722
+38,379
+36% +$1.11M 0.02% 143
2019
Q3 		$3M Sell
106,343
-13,181
-11% -$369K 0.01% 186
2019
Q2 		$3.29M Buy
119,524
+61,092
+105% +$1.63M 0.01% 193
2019
Q1 		$1.47M Buy
+58,432
New +$1.43M ﹤0.01% 250

Other funds holding APAM

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return