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Everence Capital Management’s Artisan Partners APAM Stock Holding History

Everence Capital Management’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
2024
Q4 		– Sell
-8,570
Closed -$371K – 832
2024
Q3 		$371K Sell
8,570
-270
-3% -$11.1K 0.02% 516
2024
Q2 		$362K Hold
8,840
– – 0.03% 479
2024
Q1 		$405K Hold
8,840
– – 0.03% 478
2023
Q4 		$391K Buy
8,840
+2,760
+45% +$104K 0.03% 484
2023
Q3 		$228K Buy
+6,080
New +$236K 0.02% 618

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Everence Capital Management's APAM Position: Q4 2024 in Review

Everence Capital Management sold out of Artisan Partners (APAM) in Q4 2024, closing a stake of 8,570 shares — an estimated $371K sold.

Everence Capital Management first reported a position in APAM in Q3 2023 and held it in 5 quarters. The position peaked at $405K in Q1 2024. 358 funds tracked by Wall St. Rank hold APAM as of Q4 2024.

  • Everence Capital Management reported no remaining Artisan Partners position as of Q4 2024 after selling out during the quarter.
  • Everence Capital Management sold 8,570 Artisan Partners shares in Q4 2024, an estimated $371K.
  • Everence Capital Management first reported a position in Artisan Partners in Q3 2023 and held it in 5 quarters.
  • Everence Capital Management's Artisan Partners position peaked at $405K in Q1 2024.
  • 358 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.