IP
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Interval Partners’s Artisan Partners APAM Stock Holding History

Interval Partners’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
2020
Q4 		– Sell
-7,228
Closed -$282K – 228
2020
Q3 		$282K Buy
+7,228
New +$265K 0.02% 232
2017
Q3 		– Sell
-32,200
Closed -$989K – 170
2017
Q2 		$989K Buy
+32,200
New +$925K 0.04% 193

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
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

Interval Partners's APAM Position: Q4 2020 in Review

Interval Partners sold out of Artisan Partners (APAM) in Q4 2020, closing a stake of 7,228 shares — an estimated $282K sold.

Interval Partners first reported a position in APAM in Q2 2017 and held it in 2 quarters. The position peaked at $989K in Q2 2017. 283 funds tracked by Wall St. Rank hold APAM as of Q4 2020.

  • Interval Partners reported no remaining Artisan Partners position as of Q4 2020 after selling out during the quarter.
  • Interval Partners sold 7,228 Artisan Partners shares in Q4 2020, an estimated $282K.
  • Interval Partners first reported a position in Artisan Partners in Q2 2017 and held it in 2 quarters.
  • Interval Partners's Artisan Partners position peaked at $989K in Q2 2017.
  • 283 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2020.

Based on Interval Partners's 13F filing for Q4 2020, filed 16 Feb 2021.