Kathryn A. Hall’s Artisan Partners APAM Stock Holding History

Kathryn A. Hall’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 Q1	–	Sell	-306,698	Closed	-$15.4M	–	55
2020 Q4	$15.4M	Sell	306,698 -779	-0.3%	-$35.4K	5.38%	4
2020 Q3	$12M	Sell	307,477 -116,000	-27%	-$4.25M	5.69%	5
2020 Q2	$13.8M	Sell	423,477 -66,000	-13%	-$1.83M	7.92%	4
2020 Q1	$10.5M	Buy	489,477 +299,222	+157%	+$8.97M	8.75%	3
2019 Q4	$6.15M	Sell	190,255 -66,000	-26%	-$1.91M	3.81%	4
2019 Q3	$7.24M	Sell	256,255 -132,000	-34%	-$3.69M	5.89%	3
2019 Q2	$10.7M	Hold	388,255	–	–	8.53%	2
2019 Q1	$9.77M	Hold	388,255	–	–	6.58%	2
2018 Q4	$8.58M	Sell	388,255 -10,967	-3%	-$293K	8.4%	2
2018 Q3	$12.9M	Hold	399,222	–	–	10.99%	2
2018 Q2	$12M	Hold	399,222	–	–	9.35%	2
2018 Q1	$13.3M	Buy	+399,222	New	+$14.4M	10.57%	2

Other funds holding APAM

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

CCP

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

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

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

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

Kathryn A. Hall's APAM Position: Q1 2021 in Review

Kathryn A. Hall sold out of Artisan Partners (APAM) in Q1 2021, closing a stake of 306,698 shares — an estimated $15.4M sold.

Kathryn A. Hall first reported a position in APAM in Q1 2018 and held it in 12 quarters. The position peaked at $15.4M in Q4 2020. 322 funds tracked by Wall St. Rank hold APAM as of Q1 2021.

Kathryn A. Hall reported no remaining Artisan Partners position as of Q1 2021 after selling out during the quarter.
Kathryn A. Hall sold 306,698 Artisan Partners shares in Q1 2021, an estimated $15.4M.
Kathryn A. Hall first reported a position in Artisan Partners in Q1 2018 and held it in 12 quarters.
Kathryn A. Hall's Artisan Partners position peaked at $15.4M in Q4 2020.
322 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2021.

Based on Kathryn A. Hall's 13F filing for Q1 2021, filed 14 May 2021.