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Occudo Quantitative Strategies’s Artisan Partners APAM Stock Holding History

Occudo Quantitative Strategies’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
Q4 		– Sell
-8,528
Closed -$369K – 667
2024
Q3 		$369K Buy
+8,528
New +$352K 0.07% 370
2022
Q3 		– Sell
-9,951
Closed -$354K – 1165
2022
Q2 		$354K Sell
9,951
-32,536
-77% -$1.18M 0.03% 731
2022
Q1 		$1.67M Buy
+42,487
New +$1.73M 0.14% 221

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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Occudo Quantitative Strategies's APAM Position: Q4 2024 in Review

Occudo Quantitative Strategies sold out of Artisan Partners (APAM) in Q4 2024, closing a stake of 8,528 shares — an estimated $369K sold.

Occudo Quantitative Strategies first reported a position in APAM in Q1 2022 and held it in 3 quarters. The position peaked at $1.67M in Q1 2022. 358 funds tracked by Wall St. Rank hold APAM as of Q4 2024.

  • Occudo Quantitative Strategies reported no remaining Artisan Partners position as of Q4 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 8,528 Artisan Partners shares in Q4 2024, an estimated $369K.
  • Occudo Quantitative Strategies first reported a position in Artisan Partners in Q1 2022 and held it in 3 quarters.
  • Occudo Quantitative Strategies's Artisan Partners position peaked at $1.67M in Q1 2022.
  • 358 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.