Inspire Investing’s Artisan Partners APAM Stock Holding History

Inspire Investing’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	-6,071	Closed	-$216K	–	760
2022 Q2	$216K	Sell	6,071 -17,183	-74%	-$625K	0.03%	348
2022 Q1	$915K	Sell	23,254 -10,426	-31%	-$424K	0.11%	175
2021 Q4	$1.6M	Buy	33,680 +6,357	+23%	+$305K	0.18%	123
2021 Q3	$1.34M	Sell	27,323 -490	-2%	-$24.7K	0.17%	149
2021 Q2	$1.41M	Buy	27,813 +2,962	+12%	+$156K	0.19%	113
2021 Q1	$1.3M	Buy	24,851 +4,690	+23%	+$239K	0.2%	100
2020 Q4	$1.01M	Buy	+20,161	New	+$916K	0.22%	78
2020 Q2	–	Sell	-1,952	Closed	-$42K	–	503
2020 Q1	$42K	Buy	+1,952	New	+$58.5K	0.02%	563
2018 Q1	–	Sell	-1,446	Closed	-$57K	–	222
2017 Q4	$57K	Buy	+1,446	New	+$53.6K	0.05%	445

Other funds holding APAM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Inspire Investing's APAM Position: Q3 2022 in Review

Inspire Investing sold out of Artisan Partners (APAM) in Q3 2022, closing a stake of 6,071 shares — an estimated $216K sold.

Inspire Investing first reported a position in APAM in Q4 2017 and held it in 9 quarters. The position peaked at $1.6M in Q4 2021. 260 funds tracked by Wall St. Rank hold APAM as of Q3 2022.

Inspire Investing reported no remaining Artisan Partners position as of Q3 2022 after selling out during the quarter.
Inspire Investing sold 6,071 Artisan Partners shares in Q3 2022, an estimated $216K.
Inspire Investing first reported a position in Artisan Partners in Q4 2017 and held it in 9 quarters.
Inspire Investing's Artisan Partners position peaked at $1.6M in Q4 2021.
260 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2022.

Based on Inspire Investing's 13F filing for Q3 2022, filed 7 Nov 2022.