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Boston Trust Walden’s Artisan Partners APAM Stock Holding History

Boston Trust Walden’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
2019
Q4 		– Sell
-280,886
Closed -$7.93M – 380
2019
Q3 		$7.93M Buy
280,886
+1,744
+0.6% +$48.8K 0.1% 213
2019
Q2 		$7.68M Sell
279,142
-4,216
-1% -$112K 0.1% 209
2019
Q1 		$7.13M Buy
283,358
+16,285
+6% +$398K 0.1% 210
2018
Q4 		$5.91M Sell
267,073
-23,838
-8% -$636K 0.09% 210
2018
Q3 		$9.43M Sell
290,911
-16,933
-6% -$552K 0.13% 193
2018
Q2 		$9.28M Sell
307,844
-7,419
-2% -$241K 0.14% 188
2018
Q1 		$10.5M Sell
315,263
-22,252
-7% -$803K 0.16% 179
2017
Q4 		$13.3M Sell
337,515
-10,945
-3% -$406K 0.2% 151
2017
Q3 		$11.4M Sell
348,460
-3,696
-1% -$115K 0.18% 166
2017
Q2 		$10.8M Sell
352,156
-188,120
-35% -$5.41M 0.17% 167
2017
Q1 		$14.9M Sell
540,276
-20,116
-4% -$577K 0.23% 142
2016
Q4 		$16.7M Buy
560,392
+79,848
+17% +$2.28M 0.26% 139
2016
Q3 		$13.1M Sell
480,544
-2,094
-0.4% -$57.2K 0.22% 158
2016
Q2 		$13.4M Sell
482,638
-7,638
-2% -$241K 0.23% 157
2016
Q1 		$15.1M Buy
490,276
+2,306
+0.5% +$67.4K 0.26% 143
2015
Q4 		$17.6M Sell
487,970
-151,913
-24% -$5.61M 0.33% 125
2015
Q3 		$22.5M Sell
639,883
-23,392
-4% -$1.01M 0.38% 105
2015
Q2 		$30.8M Sell
663,275
-12,924
-2% -$591K 0.47% 87
2015
Q1 		$30.7M Buy
676,199
+73,968
+12% +$3.5M 0.46% 92
2014
Q4 		$30.4M Sell
602,231
-30,453
-5% -$1.52M 0.45% 100
2014
Q3 		$32.9M Buy
632,684
+433,602
+218% +$23.4M 0.51% 77
2014
Q2 		$11.3M Buy
199,082
+39,631
+25% +$2.27M 0.16% 167
2014
Q1 		$10.2M Buy
159,451
+98,915
+163% +$6.36M 0.15% 177
2013
Q4 		$3.95M Sell
60,536
-175,726
-74% -$10.5M 0.06% 207
2013
Q3 		$12.4M Buy
236,262
+24,980
+12% +$1.28M 0.19% 171
2013
Q2 		$10.5M Buy
+211,282
New +$9.48M 0.17% 169

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 $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Boston Trust Walden's APAM Position: Q4 2019 in Review

Boston Trust Walden sold out of Artisan Partners (APAM) in Q4 2019, closing a stake of 280,886 shares — an estimated $7.93M sold.

Boston Trust Walden first reported a position in APAM in Q2 2013 and held it in 26 quarters. The position peaked at $32.9M in Q3 2014. 216 funds tracked by Wall St. Rank hold APAM as of Q4 2019.

  • Boston Trust Walden reported no remaining Artisan Partners position as of Q4 2019 after selling out during the quarter.
  • Boston Trust Walden sold 280,886 Artisan Partners shares in Q4 2019, an estimated $7.93M.
  • Boston Trust Walden first reported a position in Artisan Partners in Q2 2013 and held it in 26 quarters.
  • Boston Trust Walden's Artisan Partners position peaked at $32.9M in Q3 2014.
  • 216 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2019.

Based on Boston Trust Walden's 13F filing for Q4 2019, filed 10 Jan 2020.