Jupiter Asset Management’s Artisan Partners APAM Stock Holding History

Jupiter Asset 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
2025 Q1	–	Sell	-68,196	Closed	-$2.94M	–	428
2024 Q4	$2.94M	Sell	68,196 -43,243	-39%	-$1.98M	0.03%	304
2024 Q3	$4.83M	Sell	111,439 -144,241	-56%	-$5.95M	0.04%	279
2024 Q2	$10.6M	Buy	255,680 +39,223	+18%	+$1.69M	0.1%	199
2024 Q1	$9.91M	Buy	+216,457	New	+$9.3M	0.09%	219
2021 Q3	–	Sell	-355,389	Closed	-$18.1M	–	554
2021 Q2	$18.1M	Sell	355,389 -7,159	-2%	-$376K	0.19%	150
2021 Q1	$18.9M	Buy	362,548 +1,968	+0.5%	+$100K	0.19%	145
2020 Q4	$18.2M	Sell	360,580 -19,899	-5%	-$904K	0.18%	155
2020 Q3	$14.8M	Buy	+380,479	New	+$13.9M	0.16%	158

Other funds holding APAM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jupiter Asset Management's APAM Position: Q1 2025 in Review

Jupiter Asset Management sold out of Artisan Partners (APAM) in Q1 2025, closing a stake of 68,196 shares — an estimated $2.94M sold.

Jupiter Asset Management first reported a position in APAM in Q3 2020 and held it in 8 quarters. The position peaked at $18.9M in Q1 2021. 359 funds tracked by Wall St. Rank hold APAM as of Q1 2025.

Jupiter Asset Management reported no remaining Artisan Partners position as of Q1 2025 after selling out during the quarter.
Jupiter Asset Management sold 68,196 Artisan Partners shares in Q1 2025, an estimated $2.94M.
Jupiter Asset Management first reported a position in Artisan Partners in Q3 2020 and held it in 8 quarters.
Jupiter Asset Management's Artisan Partners position peaked at $18.9M in Q1 2021.
359 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2025.

Based on Jupiter Asset Management's 13F filing for Q1 2025, filed 9 May 2025.