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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCP

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's APAM Position: Q4 2022 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Artisan Partners (APAM) in Q4 2022, closing a stake of 323 shares — an estimated $9K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in APAM in Q1 2019 and held it in 11 quarters. The position peaked at $4.68M in Q4 2019. 270 funds tracked by Wall St. Rank hold APAM as of Q4 2022.

Barrow, Hanley, Mewhinney & Strauss reported no remaining Artisan Partners position as of Q4 2022 after selling out during the quarter.
Barrow, Hanley, Mewhinney & Strauss sold 323 Artisan Partners shares in Q4 2022, an estimated $9K.
Barrow, Hanley, Mewhinney & Strauss first reported a position in Artisan Partners in Q1 2019 and held it in 11 quarters.
Barrow, Hanley, Mewhinney & Strauss's Artisan Partners position peaked at $4.68M in Q4 2019.
270 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2022.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q4 2022, filed 14 Feb 2023.