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Paloma Partners’s Artisan Partners APAM Stock Holding History

Paloma Partners’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
2021
Q3 		– Sell
-17,280
Closed -$878K – 1056
2021
Q2 		$878K Buy
+17,280
New +$908K 0.02% 698
2020
Q3 		– Sell
-10,516
Closed -$342K – 2061
2020
Q2 		$342K Buy
+10,516
New +$291K 0.01% 1414
2019
Q4 		– Sell
-8,651
Closed -$244K – 2130
2019
Q3 		$244K Buy
+8,651
New +$242K 0.01% 1652
2018
Q2 		– Sell
-12,808
Closed -$427K – 1607
2018
Q1 		$427K Buy
+12,808
New +$462K 0.01% 1457
2017
Q4 		– Sell
-10,652
Closed -$347K – 1863
2017
Q3 		$347K Buy
+10,652
New +$331K 0.01% 1730
2017
Q2 		– Sell
-25,174
Closed -$695K – 2144
2017
Q1 		$695K Buy
+25,174
New +$722K 0.02% 1451

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CCP
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Macquarie Group
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Fisher Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return