PDT Partners’s Artisan Partners APAM Stock Holding History

PDT 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
2023 Q2	–	Sell	-34,536	Closed	-$1.1M	–	566
2023 Q1	$1.1M	Buy	+34,536	New	+$1.16M	0.15%	237
2014 Q3	–	Sell	-23,478	Closed	-$1.33M	–	1286
2014 Q2	$1.33M	Buy	23,478 +13,541	+136%	+$775K	0.04%	592
2014 Q1	$638K	Buy	+9,937	New	+$639K	0.02%	834

Other funds holding APAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

PDT Partners's APAM Position: Q2 2023 in Review

PDT Partners sold out of Artisan Partners (APAM) in Q2 2023, closing a stake of 34,536 shares — an estimated $1.1M sold.

PDT Partners first reported a position in APAM in Q1 2014 and held it in 3 quarters. The position peaked at $1.33M in Q2 2014. 280 funds tracked by Wall St. Rank hold APAM as of Q2 2023.

PDT Partners reported no remaining Artisan Partners position as of Q2 2023 after selling out during the quarter.
PDT Partners sold 34,536 Artisan Partners shares in Q2 2023, an estimated $1.1M.
PDT Partners first reported a position in Artisan Partners in Q1 2014 and held it in 3 quarters.
PDT Partners's Artisan Partners position peaked at $1.33M in Q2 2014.
280 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2023.

Based on PDT Partners's 13F filing for Q2 2023, filed 14 Aug 2023.