Brinker Capital’s Artisan Partners APAM Stock Holding History

Brinker Capital’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 Q2	$480K	Buy	14,759 +262	+2%	+$7.26K	0.02%	725
2020 Q1	$312K	Buy	14,497 +146	+1%	+$4.38K	0.01%	765
2019 Q4	$464K	Buy	14,351 +216	+2%	+$6.24K	0.01%	733
2019 Q3	$399K	Buy	14,135 +403	+3%	+$11.3K	0.01%	750
2019 Q2	$378K	Buy	13,732 +130	+1%	+$3.46K	0.01%	754
2019 Q1	$342K	Buy	13,602 +2,014	+17%	+$49.2K	0.01%	771
2018 Q4	$256K	Sell	11,588 -628	-5%	-$16.8K	0.01%	779
2018 Q3	$396K	Buy	12,216 +696	+6%	+$22.7K	0.01%	788
2018 Q2	$347K	Sell	11,520 -2,638	-19%	-$85.6K	0.01%	822
2018 Q1	$471K	Buy	14,158 +162	+1%	+$5.84K	0.02%	722
2017 Q4	$553K	Sell	13,996 -311	-2%	-$11.5K	0.02%	657
2017 Q3	$466K	Buy	14,307 +19	+0.1%	+$591	0.02%	684
2017 Q2	$439K	Sell	14,288 -244	-2%	-$7.01K	0.02%	553
2017 Q1	$401K	Buy	+14,532	New	+$417K	0.02%	672

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Brinker Capital's APAM Position: Q2 2020 in Review

Brinker Capital increased its Artisan Partners (APAM) stake by 1.8% in Q2 2020, buying an estimated $7.26K and bringing the position to 14,759 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #725.

Brinker Capital first reported a position in APAM in Q1 2017 and has held it in 14 quarters since. The position peaked at $553K in Q4 2017. 229 funds tracked by Wall St. Rank hold APAM as of Q2 2020.

Brinker Capital held 14,759 shares of Artisan Partners worth $480K as of Q2 2020.
Brinker Capital bought 262 Artisan Partners shares in Q2 2020, an estimated $7.26K.
Artisan Partners made up 0.02% of Brinker Capital's portfolio in Q2 2020, its #725 holding.
Brinker Capital first reported a position in Artisan Partners in Q1 2017 and has held it in 14 quarters since.
Brinker Capital's Artisan Partners position peaked at $553K in Q4 2017.
229 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.