OAM
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Origin Asset Management’s Artisan Partners APAM Stock Holding History

Origin 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
-4,600
Closed -$211K – 11
2024
Q1 		$211K Buy
+4,600
New +$198K 0.06% 13
2021
Q3 		– Sell
-39,000
Closed -$1.98M – 50
2021
Q2 		$1.98M Sell
39,000
-2,500
-6% -$131K 0.22% 40
2021
Q1 		$2.17M Sell
41,500
-2,300
-5% -$117K 0.22% 37
2020
Q4 		$2.21M Hold
43,800
– – 0.21% 38
2020
Q3 		$1.71M Buy
+43,800
New +$1.61M 0.18% 39

Other funds holding APAM

BlackRock
BlackRock New York $5.72T 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

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

Origin Asset Management sold out of Artisan Partners (APAM) in Q2 2024, closing a stake of 4,600 shares — an estimated $211K sold.

Origin Asset Management first reported a position in APAM in Q3 2020 and held it in 5 quarters. The position peaked at $2.21M in Q4 2020. 332 funds tracked by Wall St. Rank hold APAM as of Q2 2024.

  • Origin Asset Management reported no remaining Artisan Partners position as of Q2 2024 after selling out during the quarter.
  • Origin Asset Management sold 4,600 Artisan Partners shares in Q2 2024, an estimated $211K.
  • Origin Asset Management first reported a position in Artisan Partners in Q3 2020 and held it in 5 quarters.
  • Origin Asset Management's Artisan Partners position peaked at $2.21M in Q4 2020.
  • 332 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2024.

Based on Origin Asset Management's 13F filing for Q2 2024, filed 25 Jul 2024.