Harvest Fund Management’s Artisan Partners APAM Stock Holding History

Harvest Fund 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 Q1	–	Sell	-1,590	Closed	-$70K	–	660
2023 Q4	$70K	Hold	1,590	–	–	0.01%	375
2023 Q3	$59K	Hold	1,590	–	–	0.01%	378
2023 Q2	$63K	Hold	1,590	–	–	0.01%	396
2023 Q1	$51K	Hold	1,590	–	–	0.01%	472
2022 Q4	$47K	Hold	1,590	–	–	0.01%	477
2022 Q3	$43K	Hold	1,590	–	–	0.01%	443
2022 Q2	$57K	Hold	1,590	–	–	0.02%	391
2022 Q1	$62K	Hold	1,590	–	–	0.01%	398
2021 Q4	$75K	Hold	1,590	–	–	0.01%	376
2021 Q3	$77K	Sell	1,590 -659	-29%	-$33.3K	0.02%	325
2021 Q2	$115K	Sell	2,249 -766	-25%	-$40.3K	0.01%	240
2021 Q1	$157K	Sell	3,015 -3,163	-51%	-$161K	0.02%	177
2020 Q4	$311K	Hold	6,178	–	–	0.03%	104
2020 Q3	$242K	Buy	6,178 +1,375	+29%	+$50.4K	0.02%	136
2020 Q2	$151K	Buy	+4,803	New	+$133K	0.01%	181

Other funds holding APAM

BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

CCM

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

Harvest Fund Management's APAM Position: Q1 2024 in Review

Harvest Fund Management sold out of Artisan Partners (APAM) in Q1 2024, closing a stake of 1,590 shares — an estimated $70K sold.

Harvest Fund Management first reported a position in APAM in Q2 2020 and held it in 15 quarters. The position peaked at $311K in Q4 2020. 331 funds tracked by Wall St. Rank hold APAM as of Q1 2024.

Harvest Fund Management reported no remaining Artisan Partners position as of Q1 2024 after selling out during the quarter.
Harvest Fund Management sold 1,590 Artisan Partners shares in Q1 2024, an estimated $70K.
Harvest Fund Management first reported a position in Artisan Partners in Q2 2020 and held it in 15 quarters.
Harvest Fund Management's Artisan Partners position peaked at $311K in Q4 2020.
331 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2024.

Based on Harvest Fund Management's 13F filing for Q1 2024, filed 14 May 2024.