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BAM
Burgundy Asset Management’s
Artisan Partners
APAM
Stock Holding History
Burgundy Asset 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
2018
Q3
–
Sell
-28,900
Closed
-$871K
–
101
2018
Q2
$871K
Sell
28,900
-1,504,678
-98%
-$48.8M
0.01%
95
2018
Q1
$51.1M
Buy
1,533,578
+17,946
+1%
+$647K
0.48%
55
2017
Q4
$59.9M
Buy
1,515,632
+9,286
+0.6%
+$344K
0.54%
49
2017
Q3
$49.1M
Sell
1,506,346
-38,834
-3%
-$1.21M
0.46%
59
2017
Q2
$47.4M
Sell
1,545,180
-12,537
-0.8%
-$360K
0.45%
58
2017
Q1
$43M
Sell
1,557,717
-185,535
-11%
-$5.32M
0.42%
58
2016
Q4
$51.9M
Buy
1,743,252
+102,592
+6%
+$2.93M
0.49%
57
2016
Q3
$44.6M
Buy
1,640,660
+4,245
+0.3%
+$116K
0.44%
58
2016
Q2
$45.3M
Sell
1,636,415
-8,482
-0.5%
-$267K
0.45%
61
2016
Q1
$50.7M
Buy
1,644,897
+218,080
+15%
+$6.37M
0.53%
57
2015
Q4
$51.5M
Buy
+1,426,817
New
+$52.7M
0.56%
54
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1-Year Est. Return
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$10.1B AUM
42.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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