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Joel Greenblatt’s Artisan Partners APAM Stock Holding History

Joel Greenblatt’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
2021
Q2 		– Sell
-4,583
Closed -$239K – 994
2021
Q1 		$239K Sell
4,583
-577
-11% -$29.4K 0.01% 901
2020
Q4 		$260K Sell
5,160
-378
-7% -$17.2K 0.01% 867
2020
Q3 		$216K Buy
+5,538
New +$203K 0.01% 919

Other funds holding APAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Joel Greenblatt's APAM Position: Q2 2021 in Review

Joel Greenblatt sold out of Artisan Partners (APAM) in Q2 2021, closing a stake of 4,583 shares — an estimated $239K sold.

Joel Greenblatt first reported a position in APAM in Q3 2020 and held it in 3 quarters. The position peaked at $260K in Q4 2020. 308 funds tracked by Wall St. Rank hold APAM as of Q2 2021.

  • Joel Greenblatt reported no remaining Artisan Partners position as of Q2 2021 after selling out during the quarter.
  • Joel Greenblatt sold 4,583 Artisan Partners shares in Q2 2021, an estimated $239K.
  • Joel Greenblatt first reported a position in Artisan Partners in Q3 2020 and held it in 3 quarters.
  • Joel Greenblatt's Artisan Partners position peaked at $260K in Q4 2020.
  • 308 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2021.

Based on Gotham Asset Management's 13F filing for Q2 2021, filed 16 Aug 2021.