Bowling Portfolio Management’s Artisan Partners APAM Stock Holding History

Bowling Portfolio 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	-9,630	Closed	-$375K	–	238
2020 Q3	$375K	Buy	+9,630	New	+$353K	0.08%	224
2019 Q4	–	Sell	-51,267	Closed	-$1.45M	–	325
2019 Q3	$1.45M	Sell	51,267 -2,154	-4%	-$60.3K	0.24%	140
2019 Q2	$1.47M	Buy	53,421 +1,881	+4%	+$50.1K	0.24%	148
2019 Q1	$1.3M	Sell	51,540 -133	-0.3%	-$3.25K	0.21%	173
2018 Q4	$1.14M	Sell	51,673 -6,273	-11%	-$167K	0.2%	174
2018 Q3	$1.88M	Buy	57,946 +38,743	+202%	+$1.26M	0.26%	129
2018 Q2	$579K	Sell	19,203 -30,398	-61%	-$987K	0.08%	290
2018 Q1	$1.65M	Buy	49,601 +4,363	+10%	+$157K	0.23%	174
2017 Q4	$1.79M	Buy	45,238 +31,068	+219%	+$1.15M	0.24%	146
2017 Q3	$462K	Buy	+14,170	New	+$441K	0.07%	310

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 $3.37T AUM 44.26% 1-Year Est. Return

Bowling Portfolio Management's APAM Position: Q4 2020 in Review

Bowling Portfolio Management sold out of Artisan Partners (APAM) in Q4 2020, closing a stake of 9,630 shares — an estimated $375K sold.

Bowling Portfolio Management first reported a position in APAM in Q3 2017 and held it in 10 quarters. The position peaked at $1.88M in Q3 2018. 283 funds tracked by Wall St. Rank hold APAM as of Q4 2020.

Bowling Portfolio Management reported no remaining Artisan Partners position as of Q4 2020 after selling out during the quarter.
Bowling Portfolio Management sold 9,630 Artisan Partners shares in Q4 2020, an estimated $375K.
Bowling Portfolio Management first reported a position in Artisan Partners in Q3 2017 and held it in 10 quarters.
Bowling Portfolio Management's Artisan Partners position peaked at $1.88M in Q3 2018.
283 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.