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Neo Ivy Capital Management’s Artisan Partners APAM Stock Holding History

Neo Ivy Capital 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
2023
Q4 		– Sell
-2,756
Closed -$103K – 291
2023
Q3 		$103K Buy
+2,756
New +$107K 0.05% 256
2022
Q3 		– Sell
-70
Closed -$2K – 384
2022
Q2 		$2K Buy
+70
New +$2.55K 0.01% 367
2021
Q3 		– Sell
-4,593
Closed -$233K – 453
2021
Q2 		$233K Buy
+4,593
New +$241K 0.24% 153

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neo Ivy Capital Management's APAM Position: Q4 2023 in Review

Neo Ivy Capital Management sold out of Artisan Partners (APAM) in Q4 2023, closing a stake of 2,756 shares — an estimated $103K sold.

Neo Ivy Capital Management first reported a position in APAM in Q2 2021 and held it in 3 quarters. The position peaked at $233K in Q2 2021. 313 funds tracked by Wall St. Rank hold APAM as of Q4 2023.

  • Neo Ivy Capital Management reported no remaining Artisan Partners position as of Q4 2023 after selling out during the quarter.
  • Neo Ivy Capital Management sold 2,756 Artisan Partners shares in Q4 2023, an estimated $103K.
  • Neo Ivy Capital Management first reported a position in Artisan Partners in Q2 2021 and held it in 3 quarters.
  • Neo Ivy Capital Management's Artisan Partners position peaked at $233K in Q2 2021.
  • 313 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2023.

Based on Neo Ivy Capital Management's 13F filing for Q4 2023, filed 26 Feb 2024.