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Jacobi Capital Management’s Artisan Partners APAM Stock Holding History

Jacobi Capital 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
2020
Q1 		– Sell
-540
Closed -$17K – 1127
2019
Q4 		$17K Hold
540
– – ﹤0.01% 657
2019
Q3 		$15K Hold
540
– – ﹤0.01% 663
2019
Q2 		$15K Hold
540
– – ﹤0.01% 672
2019
Q1 		$14K Buy
+540
New +$13.2K ﹤0.01% 644

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jacobi Capital Management's APAM Position: Q1 2020 in Review

Jacobi Capital Management sold out of Artisan Partners (APAM) in Q1 2020, closing a stake of 540 shares — an estimated $17K sold.

Jacobi Capital Management first reported a position in APAM in Q1 2019 and held it in 4 quarters. The position peaked at $17K in Q4 2019. 224 funds tracked by Wall St. Rank hold APAM as of Q1 2020.

  • Jacobi Capital Management reported no remaining Artisan Partners position as of Q1 2020 after selling out during the quarter.
  • Jacobi Capital Management sold 540 Artisan Partners shares in Q1 2020, an estimated $17K.
  • Jacobi Capital Management first reported a position in Artisan Partners in Q1 2019 and held it in 4 quarters.
  • Jacobi Capital Management's Artisan Partners position peaked at $17K in Q4 2019.
  • 224 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2020.

Based on Jacobi Capital Management's 13F filing for Q1 2020, filed 24 Apr 2020.