Jefferies Group’s Artisan Partners APAM Stock Holding History

Jefferies Group’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 Q1	–	Sell	-11,511	Closed	-$548K	–	1521
2021 Q4	$548K	Buy	+11,511	New	+$553K	﹤0.01%	1154
2019 Q4	–	Sell	-14,070	Closed	-$397K	–	2543
2019 Q3	$397K	Buy	14,070 +6,498	+86%	+$182K	﹤0.01%	2008
2019 Q2	$208K	Buy	+7,572	New	+$202K	﹤0.01%	2116
2017 Q2	–	Sell	-35,843	Closed	-$989K	–	2161
2017 Q1	$989K	Buy	+35,843	New	+$1.03M	0.01%	1282
2015 Q3	–	Sell	-52	Closed	-$2K	–	2266
2015 Q2	$2K	Buy	+52	New	+$2.38K	﹤0.01%	3129

Other funds holding APAM

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

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

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

CCP

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Jefferies Group's APAM Position: Q1 2022 in Review

Jefferies Group sold out of Artisan Partners (APAM) in Q1 2022, closing a stake of 11,511 shares — an estimated $548K sold.

Jefferies Group first reported a position in APAM in Q2 2015 and held it in 5 quarters. The position peaked at $989K in Q1 2017. 271 funds tracked by Wall St. Rank hold APAM as of Q1 2022.

Jefferies Group reported no remaining Artisan Partners position as of Q1 2022 after selling out during the quarter.
Jefferies Group sold 11,511 Artisan Partners shares in Q1 2022, an estimated $548K.
Jefferies Group first reported a position in Artisan Partners in Q2 2015 and held it in 5 quarters.
Jefferies Group's Artisan Partners position peaked at $989K in Q1 2017.
271 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2022.

Based on Jefferies Group's 13F filing for Q1 2022, filed 16 May 2022.