HFM
APAM icon

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
BlackRock New York $5.7T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return