Lee Financial’s Artisan Partners APAM Stock Holding History

Lee Financial’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
2023 Q1	–	Sell	-135	Closed	-$4.01K	–	802
2022 Q4	$4.01K	Hold	135	–	–	﹤0.01%	582
2022 Q3	$4K	Hold	135	–	–	﹤0.01%	557
2022 Q2	$5K	Hold	135	–	–	﹤0.01%	545
2022 Q1	$5K	Hold	135	–	–	﹤0.01%	503
2021 Q4	$6K	Sell	135 -5	-4%	-$240	﹤0.01%	564
2021 Q3	$7K	Hold	140	–	–	﹤0.01%	455
2021 Q2	$7K	Hold	140	–	–	﹤0.01%	435
2021 Q1	$7K	Hold	140	–	–	﹤0.01%	415
2020 Q4	$7K	Hold	140	–	–	﹤0.01%	401
2020 Q3	$5K	Hold	140	–	–	﹤0.01%	458
2020 Q2	$5K	Hold	140	–	–	﹤0.01%	428
2020 Q1	$3K	Hold	140	–	–	﹤0.01%	402
2019 Q4	$5K	Hold	140	–	–	﹤0.01%	407
2019 Q3	$4K	Hold	140	–	–	﹤0.01%	430
2019 Q2	$4K	Hold	140	–	–	﹤0.01%	435
2019 Q1	$4K	Hold	140	–	–	﹤0.01%	419
2018 Q4	$3K	Hold	140	–	–	﹤0.01%	388
2018 Q3	$5K	Sell	140 -137	-49%	-$4.46K	﹤0.01%	399
2018 Q2	$8K	Hold	277	–	–	﹤0.01%	523
2018 Q1	$10K	Buy	277 +137	+98%	+$4.94K	﹤0.01%	462
2017 Q4	$6K	Hold	140	–	–	﹤0.01%	410
2017 Q3	$5K	Hold	140	–	–	﹤0.01%	403
2017 Q2	$4K	Hold	140	–	–	﹤0.01%	410
2017 Q1	$4K	Hold	140	–	–	﹤0.01%	353
2016 Q4	$4K	Buy	+140	New	+$3.99K	﹤0.01%	374

Other funds holding APAM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Lee Financial's APAM Position: Q1 2023 in Review

Lee Financial sold out of Artisan Partners (APAM) in Q1 2023, closing a stake of 135 shares — an estimated $4.01K sold.

Lee Financial first reported a position in APAM in Q4 2016 and held it in 25 quarters. The position peaked at $10K in Q1 2018. 259 funds tracked by Wall St. Rank hold APAM as of Q1 2023.

Lee Financial reported no remaining Artisan Partners position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 135 Artisan Partners shares in Q1 2023, an estimated $4.01K.
Lee Financial first reported a position in Artisan Partners in Q4 2016 and held it in 25 quarters.
Lee Financial's Artisan Partners position peaked at $10K in Q1 2018.
259 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.