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

Other funds holding APAM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Burgundy Asset Management's APAM Position: Q3 2018 in Review

Burgundy Asset Management sold out of Artisan Partners (APAM) in Q3 2018, closing a stake of 28,900 shares — an estimated $871K sold.

Burgundy Asset Management first reported a position in APAM in Q4 2015 and held it in 11 quarters. The position peaked at $59.9M in Q4 2017. 216 funds tracked by Wall St. Rank hold APAM as of Q3 2018.

Burgundy Asset Management reported no remaining Artisan Partners position as of Q3 2018 after selling out during the quarter.
Burgundy Asset Management sold 28,900 Artisan Partners shares in Q3 2018, an estimated $871K.
Burgundy Asset Management first reported a position in Artisan Partners in Q4 2015 and held it in 11 quarters.
Burgundy Asset Management's Artisan Partners position peaked at $59.9M in Q4 2017.
216 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2018.

Based on Burgundy Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.