Jacobs Levy Equity Management’s Artisan Partners APAM Stock Holding History

Jacobs Levy Equity 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
2022 Q3	–	Sell	-50,370	Closed	-$1.79M	–	992
2022 Q2	$1.79M	Buy	+50,370	New	+$1.83M	0.01%	628
2020 Q1	–	Sell	-30,436	Closed	-$984K	–	1000
2019 Q4	$984K	Sell	30,436 -2,754	-8%	-$79.5K	0.01%	693
2019 Q3	$937K	Buy	33,190 +3,520	+12%	+$98.5K	0.01%	622
2019 Q2	$817K	Sell	29,670 -27,858	-48%	-$742K	0.01%	676
2019 Q1	$1.45M	Sell	57,528 -910	-2%	-$22.2K	0.02%	579
2018 Q4	$1.29M	Buy	+58,438	New	+$1.56M	0.02%	551
2018 Q3	–	Sell	-7,300	Closed	-$220K	–	981
2018 Q2	$220K	Buy	+7,300	New	+$237K	﹤0.01%	938
2014 Q3	–	Sell	-164,664	Closed	-$9.33M	–	821
2014 Q2	$9.33M	Sell	164,664 -1,020	-0.6%	-$58.4K	0.15%	184
2014 Q1	$10.6M	Buy	165,684 +86,554	+109%	+$5.57M	0.18%	163
2013 Q4	$5.16M	Buy	+79,130	New	+$4.72M	0.08%	284

Other funds holding APAM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $3.38T AUM 44.17% 1-Year Est. Return

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

Jacobs Levy Equity Management's APAM Position: Q3 2022 in Review

Jacobs Levy Equity Management sold out of Artisan Partners (APAM) in Q3 2022, closing a stake of 50,370 shares — an estimated $1.79M sold.

Jacobs Levy Equity Management first reported a position in APAM in Q4 2013 and held it in 10 quarters. The position peaked at $10.6M in Q1 2014. 260 funds tracked by Wall St. Rank hold APAM as of Q3 2022.

Jacobs Levy Equity Management reported no remaining Artisan Partners position as of Q3 2022 after selling out during the quarter.
Jacobs Levy Equity Management sold 50,370 Artisan Partners shares in Q3 2022, an estimated $1.79M.
Jacobs Levy Equity Management first reported a position in Artisan Partners in Q4 2013 and held it in 10 quarters.
Jacobs Levy Equity Management's Artisan Partners position peaked at $10.6M in Q1 2014.
260 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2022, filed 15 Nov 2022.