Kaizen Advisory’s Artisan Partners APAM Stock Holding History

Kaizen Advisory’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
2018 Q4	$592K	Sell	26,809 -5,038	-16%	-$134K	0.41%	96
2018 Q3	$1.03M	Buy	+31,847	New	+$1.04M	0.54%	50

Other funds holding APAM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

CCM

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kaizen Advisory's APAM Position: Q4 2018 in Review

Kaizen Advisory reduced its Artisan Partners (APAM) stake by 16% in Q4 2018, selling an estimated $134K and leaving 26,809 shares worth $592K. The position accounts for 0.41% of the portfolio, ranked #96.

Kaizen Advisory first reported a position in APAM in Q3 2018 and has held it in 2 quarters since. The position peaked at $1.03M in Q3 2018. 198 funds tracked by Wall St. Rank hold APAM as of Q4 2018.

Kaizen Advisory held 26,809 shares of Artisan Partners worth $592K as of Q4 2018.
Kaizen Advisory sold 5,038 Artisan Partners shares in Q4 2018, an estimated $134K.
Artisan Partners made up 0.41% of Kaizen Advisory's portfolio in Q4 2018, its #96 holding.
Kaizen Advisory first reported a position in Artisan Partners in Q3 2018 and has held it in 2 quarters since.
Kaizen Advisory's Artisan Partners position peaked at $1.03M in Q3 2018.
198 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.