MAM
APAM icon

Madison Asset Management’s Artisan Partners APAM Stock Holding History

Madison 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
2024
Q2 		– Sell
-8,200
Closed -$375K – 328
2024
Q1 		$375K Hold
8,200
– – ﹤0.01% 304
2023
Q4 		$362K Sell
8,200
-433
-5% -$16.3K ﹤0.01% 303
2023
Q3 		$323K Sell
8,633
-93
-1% -$3.61K ﹤0.01% 306
2023
Q2 		$343K Hold
8,726
– – 0.01% 300
2023
Q1 		$279K Sell
8,726
-2,632
-23% -$88.3K ﹤0.01% 291
2022
Q4 		$337K Sell
11,358
-1,386
-11% -$42.6K 0.01% 296
2022
Q3 		$343K Sell
12,744
-354
-3% -$12.4K 0.01% 317
2022
Q2 		$466K Sell
13,098
-99
-0.8% -$3.6K 0.01% 320
2022
Q1 		$519K Buy
13,197
+178
+1% +$7.23K 0.01% 277
2021
Q4 		$620K Buy
13,019
+2,443
+23% +$117K 0.01% 279
2021
Q3 		$517K Buy
10,576
+1,331
+14% +$67.2K 0.01% 286
2021
Q2 		$470K Buy
9,245
+1,475
+19% +$77.5K 0.01% 292
2021
Q1 		$405K Buy
7,770
+685
+10% +$35K 0.01% 293
2020
Q4 		$357K Hold
7,085
– – 0.01% 283
2020
Q3 		$276K Hold
7,085
– – ﹤0.01% 258
2020
Q2 		$230K Buy
+7,085
New +$196K ﹤0.01% 259
2020
Q1 		– Sell
-7,085
Closed -$229K – 270
2019
Q4 		$229K Buy
+7,085
New +$205K ﹤0.01% 285

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Madison Asset Management's APAM Position: Q2 2024 in Review

Madison Asset Management sold out of Artisan Partners (APAM) in Q2 2024, closing a stake of 8,200 shares — an estimated $375K sold.

Madison Asset Management first reported a position in APAM in Q4 2019 and held it in 17 quarters. The position peaked at $620K in Q4 2021. 332 funds tracked by Wall St. Rank hold APAM as of Q2 2024.

  • Madison Asset Management reported no remaining Artisan Partners position as of Q2 2024 after selling out during the quarter.
  • Madison Asset Management sold 8,200 Artisan Partners shares in Q2 2024, an estimated $375K.
  • Madison Asset Management first reported a position in Artisan Partners in Q4 2019 and held it in 17 quarters.
  • Madison Asset Management's Artisan Partners position peaked at $620K in Q4 2021.
  • 332 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2024.

Based on Madison Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.