Credit Agricole

Credit Agricole’s Artisan Partners APAM Stock Holding History

Credit Agricole’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
2023 Q4	–	Sell	-10,000	Closed	-$374K	–	921
2023 Q3	$374K	Buy	+10,000	New	+$388K	0.01%	469
2023 Q1	–	Sell	-10,000	Closed	-$297K	–	670
2022 Q4	$297K	Hold	10,000	–	–	0.01%	384
2022 Q3	$269K	Hold	10,000	–	–	0.01%	381
2022 Q2	$356K	Hold	10,000	–	–	0.01%	360
2022 Q1	$394K	Buy	+10,000	New	+$406K	0.01%	366
2017 Q4	–	Sell	-15,100	Closed	-$492K	–	409
2017 Q3	$492K	Hold	15,100	–	–	﹤0.01%	1215
2017 Q2	$464K	Buy	15,100 +4,700	+45%	+$135K	﹤0.01%	1220
2017 Q1	$287K	Hold	10,400	–	–	﹤0.01%	1501
2016 Q4	$309K	Hold	10,400	–	–	﹤0.01%	1288
2016 Q3	$283K	Hold	10,400	–	–	﹤0.01%	1414
2016 Q2	$288K	Hold	10,400	–	–	﹤0.01%	1278
2016 Q1	$321K	Buy	+10,400	New	+$304K	﹤0.01%	1096
2014 Q2	–	Sell	-1,400	Closed	-$90K	–	1580
2014 Q1	$90K	Buy	1,400 +500	+56%	+$32.2K	﹤0.01%	1381
2013 Q4	$59K	Buy	+900	New	+$53.7K	﹤0.01%	1412

Other funds holding APAM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $34B AUM 6.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return