Glenview Trust’s Artisan Partners APAM Stock Holding History

Glenview 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 Q1	–	Sell	-4,260	Closed	-$214K	–	394
2020 Q4	$214K	Buy	+4,260	New	+$194K	0.01%	330

Other funds holding APAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Glenview Trust's APAM Position: Q1 2021 in Review

Glenview Trust sold out of Artisan Partners (APAM) in Q1 2021, closing a stake of 4,260 shares — an estimated $214K sold.

Glenview Trust first reported a position in APAM in Q4 2020 and held it in 1 quarter. The position peaked at $214K in Q4 2020. 322 funds tracked by Wall St. Rank hold APAM as of Q1 2021.

Glenview Trust reported no remaining Artisan Partners position as of Q1 2021 after selling out during the quarter.
Glenview Trust sold 4,260 Artisan Partners shares in Q1 2021, an estimated $214K.
Glenview Trust first reported a position in Artisan Partners in Q4 2020 and held it in 1 quarter.
Glenview Trust's Artisan Partners position peaked at $214K in Q4 2020.
322 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2021.

Based on Glenview Trust's 13F filing for Q1 2021, filed 12 May 2021.