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Lebenthal Global Advisors’s Artisan Partners APAM Stock Holding History

Lebenthal Global Advisors’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
-5,622
Closed -$293K – 162
2021
Q1 		$293K Sell
5,622
-1,194
-18% -$60.9K 0.18% 101
2020
Q4 		$343K Buy
+6,816
New +$310K 0.24% 54

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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 $3.38T AUM 44.17% 1-Year Est. Return

Lebenthal Global Advisors's APAM Position: Q2 2021 in Review

Lebenthal Global Advisors sold out of Artisan Partners (APAM) in Q2 2021, closing a stake of 5,622 shares — an estimated $293K sold.

Lebenthal Global Advisors first reported a position in APAM in Q4 2020 and held it in 2 quarters. The position peaked at $343K in Q4 2020. 308 funds tracked by Wall St. Rank hold APAM as of Q2 2021.

  • Lebenthal Global Advisors reported no remaining Artisan Partners position as of Q2 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 5,622 Artisan Partners shares in Q2 2021, an estimated $293K.
  • Lebenthal Global Advisors first reported a position in Artisan Partners in Q4 2020 and held it in 2 quarters.
  • Lebenthal Global Advisors's Artisan Partners position peaked at $343K in Q4 2020.
  • 308 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2021.

Based on Lebenthal Global Advisors's 13F filing for Q2 2021, filed 5 Aug 2021.