Eagle Bay Advisors’s Artisan Partners APAM Stock Holding History

Eagle Bay Advisors’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
2026 Q1	–	Sell	-790	Closed	-$32.2K	–	134
2025 Q4	$32.2K	Buy	+790	New	+$33.7K	0.02%	191
2025 Q1	–	Sell	-790	Closed	-$34K	–	168
2024 Q4	$34K	Hold	790	–	–	0.02%	391
2024 Q3	$34.2K	Hold	790	–	–	0.01%	512
2024 Q2	$32.6K	Hold	790	–	–	0.02%	385
2024 Q1	$36.2K	Hold	790	–	–	0.02%	343
2023 Q4	$34.9K	Sell	790 -15	-2%	-$566	0.02%	339
2023 Q3	$30.1K	Sell	805 -16	-2%	-$620	0.01%	480
2023 Q2	$32.3K	Hold	821	–	–	0.02%	460
2023 Q1	$26.3K	Hold	821	–	–	0.01%	507
2022 Q4	$24.4K	Hold	821	–	–	0.01%	501
2022 Q3	$22K	Hold	821	–	–	0.01%	495
2022 Q2	$29.2K	Buy	+821	New	+$29.9K	0.02%	482
2022 Q1	–	Sell	-441	Closed	-$21K	–	324
2021 Q4	$21K	Sell	441 -526	-54%	-$25.3K	0.01%	552
2021 Q3	$46K	Buy	967 +441	+84%	+$22.3K	0.03%	430
2021 Q2	$28K	Buy	+526	New	+$27.6K	0.02%	471

Other funds holding APAM

BlackRock New York $5.7T AUM 30.48% 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

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

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

Geode Capital Management

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

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return