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Disciplined Investments’s Artisan Partners APAM Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-8
Closed -$314 – 196
2023
Q2 		$314 Sell
8
-2
-20% -$69 ﹤0.01% 1379
2023
Q1 		$320 Buy
10
+2
+25% +$67 ﹤0.01% 1366
2022
Q4 		$238 Sell
8
-2
-20% -$61 ﹤0.01% 1397
2022
Q3 		$0 Hold
10
– – ﹤0.01% 1217
2022
Q2 		$0 Buy
10
+3
+43% +$109 ﹤0.01% 1246
2022
Q1 		$0 Buy
+7
New +$284 ﹤0.01% 1325

Other funds holding APAM

BlackRock
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Disciplined Investments's APAM Position: Q3 2023 in Review

Disciplined Investments sold out of Artisan Partners (APAM) in Q3 2023, closing a stake of 8 shares — an estimated $314 sold.

Disciplined Investments first reported a position in APAM in Q1 2022 and held it in 6 quarters. The position peaked at $320 in Q1 2023. 300 funds tracked by Wall St. Rank hold APAM as of Q3 2023.

  • Disciplined Investments reported no remaining Artisan Partners position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 Artisan Partners shares in Q3 2023, an estimated $314.
  • Disciplined Investments first reported a position in Artisan Partners in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Artisan Partners position peaked at $320 in Q1 2023.
  • 300 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.