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Burford Brothers’s Artisan Partners APAM Stock Holding History

Burford Brothers’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
2025
Q1 		– Sell
-10,936
Closed -$471K – 160
2024
Q4 		$471K Buy
+10,936
New +$500K 0.23% 99

Other funds holding APAM

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Burford Brothers's APAM Position: Q1 2025 in Review

Burford Brothers sold out of Artisan Partners (APAM) in Q1 2025, closing a stake of 10,936 shares — an estimated $471K sold.

Burford Brothers first reported a position in APAM in Q4 2024 and held it in 1 quarter. The position peaked at $471K in Q4 2024. 359 funds tracked by Wall St. Rank hold APAM as of Q1 2025.

  • Burford Brothers reported no remaining Artisan Partners position as of Q1 2025 after selling out during the quarter.
  • Burford Brothers sold 10,936 Artisan Partners shares in Q1 2025, an estimated $471K.
  • Burford Brothers first reported a position in Artisan Partners in Q4 2024 and held it in 1 quarter.
  • Burford Brothers's Artisan Partners position peaked at $471K in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2025.

Based on Burford Brothers's 13F filing for Q1 2025, filed 30 Apr 2025.