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Bogle Investment Management’s Artisan Partners APAM Stock Holding History

Bogle Investment 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
2020
Q4 		– Sell
-67,348
Closed -$2.63M – 153
2020
Q3 		$2.63M Buy
+67,348
New +$2.47M 0.77% 67
2018
Q1 		– Sell
-8,263
Closed -$326K – 307
2017
Q4 		$326K Buy
+8,263
New +$306K 0.02% 257
2017
Q3 		– Sell
-6,680
Closed -$205K – 284
2017
Q2 		$205K Buy
+6,680
New +$192K 0.01% 281
2014
Q4 		– Sell
-40,900
Closed -$2.13M – 355
2014
Q3 		$2.13M Buy
+40,900
New +$2.21M 0.14% 166

Other funds holding APAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bogle Investment Management's APAM Position: Q4 2020 in Review

Bogle Investment Management sold out of Artisan Partners (APAM) in Q4 2020, closing a stake of 67,348 shares — an estimated $2.63M sold.

Bogle Investment Management first reported a position in APAM in Q3 2014 and held it in 4 quarters. The position peaked at $2.63M in Q3 2020. 283 funds tracked by Wall St. Rank hold APAM as of Q4 2020.

  • Bogle Investment Management reported no remaining Artisan Partners position as of Q4 2020 after selling out during the quarter.
  • Bogle Investment Management sold 67,348 Artisan Partners shares in Q4 2020, an estimated $2.63M.
  • Bogle Investment Management first reported a position in Artisan Partners in Q3 2014 and held it in 4 quarters.
  • Bogle Investment Management's Artisan Partners position peaked at $2.63M in Q3 2020.
  • 283 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2020.

Based on Bogle Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.