MC
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McMorgan & Co’s Artisan Partners APAM Stock Holding History

McMorgan & Co’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
-33,348
Closed -$1.53M – 57
2024
Q1 		$1.53M Buy
33,348
+784
+2% +$33.7K 0.26% 42
2023
Q4 		$1.44M Buy
32,564
+1,206
+4% +$45.5K 0.24% 41
2023
Q3 		$1.17M Buy
31,358
+5,146
+20% +$200K 0.22% 40
2023
Q2 		$1.03M Buy
26,212
+1,918
+8% +$66.2K 0.19% 42
2023
Q1 		$777K Sell
24,294
-26,585
-52% -$892K 0.16% 47
2022
Q4 		$1.51M Buy
50,879
+2,150
+4% +$66.1K 0.32% 33
2022
Q3 		$1.31M Sell
48,729
-960
-2% -$33.8K 0.31% 31
2022
Q2 		$1.77M Buy
49,689
+9,579
+24% +$348K 0.4% 23
2022
Q1 		$1.58M Sell
40,110
-694
-2% -$28.2K 0.34% 21
2021
Q4 		$1.94M Buy
40,804
+11,379
+39% +$546K 0.34% 25
2021
Q3 		$1.44M Buy
29,425
+2,615
+10% +$132K 0.29% 22
2021
Q2 		$1.36M Buy
+26,810
New +$1.41M 0.3% 22

Other funds holding APAM

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return