Goelzer Investment Management’s Artisan Partners APAM Stock Holding History

Goelzer Investment 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
2022 Q3	–	Sell	-32,020	Closed	-$1.14M	–	224
2022 Q2	$1.14M	Sell	32,020 -2,016	-6%	-$73.3K	0.11%	146
2022 Q1	$1.34M	Buy	34,036 +1,027	+3%	+$41.7K	0.12%	146
2021 Q4	$1.57M	Sell	33,009 -2,175	-6%	-$104K	0.13%	148
2021 Q3	$1.72M	Sell	35,184 -409	-1%	-$20.6K	0.15%	148
2021 Q2	$1.81M	Buy	35,593 +395	+1%	+$20.8K	0.15%	152
2021 Q1	$1.84M	Buy	+35,198	New	+$1.8M	0.16%	145

Other funds holding APAM

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

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

CCP

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goelzer Investment Management's APAM Position: Q3 2022 in Review

Goelzer Investment Management sold out of Artisan Partners (APAM) in Q3 2022, closing a stake of 32,020 shares — an estimated $1.14M sold.

Goelzer Investment Management first reported a position in APAM in Q1 2021 and held it in 6 quarters. The position peaked at $1.84M in Q1 2021. 260 funds tracked by Wall St. Rank hold APAM as of Q3 2022.

Goelzer Investment Management reported no remaining Artisan Partners position as of Q3 2022 after selling out during the quarter.
Goelzer Investment Management sold 32,020 Artisan Partners shares in Q3 2022, an estimated $1.14M.
Goelzer Investment Management first reported a position in Artisan Partners in Q1 2021 and held it in 6 quarters.
Goelzer Investment Management's Artisan Partners position peaked at $1.84M in Q1 2021.
260 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2022.

Based on Goelzer Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.