Ergoteles’s Artisan Partners APAM Stock Holding History

Ergoteles’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	-8,194	Closed	-$322K	–	85
2023 Q2	$322K	Buy	+8,194	New	+$283K	0.02%	749
2023 Q1	–	Sell	-38,029	Closed	-$1.13M	–	1227
2022 Q4	$1.13M	Buy	+38,029	New	+$1.17M	0.04%	427

Other funds holding APAM

BlackRock New York $5.72T 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 Los Angeles, California $34B AUM 6.31% 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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ergoteles's APAM Position: Q3 2023 in Review

Ergoteles sold out of Artisan Partners (APAM) in Q3 2023, closing a stake of 8,194 shares — an estimated $322K sold.

Ergoteles first reported a position in APAM in Q4 2022 and held it in 2 quarters. The position peaked at $1.13M in Q4 2022. 300 funds tracked by Wall St. Rank hold APAM as of Q3 2023.

Ergoteles reported no remaining Artisan Partners position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 8,194 Artisan Partners shares in Q3 2023, an estimated $322K.
Ergoteles first reported a position in Artisan Partners in Q4 2022 and held it in 2 quarters.
Ergoteles's Artisan Partners position peaked at $1.13M in Q4 2022.
300 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2023.

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