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Diversified Trust’s Artisan Partners APAM Stock Holding History

Diversified Trust’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
2021
Q2 		– Sell
-7,750
Closed -$404K – 793
2021
Q1 		$404K Sell
7,750
-797
-9% -$40.7K 0.02% 447
2020
Q4 		$430K Hold
8,547
– – 0.02% 399
2020
Q3 		$333K Sell
8,547
-660
-7% -$24.2K 0.02% 406
2020
Q2 		$299K Buy
+9,207
New +$255K 0.02% 392

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CCP
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State Street
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