PEAK6 Investments’s Artisan Partners APAM Stock Holding History

PEAK6 Investments’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	–	Hold	0	–	–	–	4203
2023 Q3	–	Sell	-81	Closed	-$3.14K	–	4059
2023 Q2	$3.18K	Buy	+81	New	+$2.8K	﹤0.01%	3708
2023 Q1	–	Hold	0	–	–	–	4240
2022 Q4	–	Sell	-11,855	Closed	-$319K	–	4403
2022 Q3	$319K	Buy	11,855 +11,774	+14,536%	+$414K	0.01%	3296
2022 Q2	$3.18K	Buy	+81	New	+$2.95K	﹤0.01%	5931
2022 Q1	–	Hold	0	–	–	–	5168
2021 Q4	–	Sell	-4,106	Closed	-$201K	–	5086
2021 Q3	$201K	Buy	+4,106	New	+$207K	﹤0.01%	3980
2021 Q2	–	Hold	0	–	–	–	5113
2021 Q1	–	Sell	-5,097	Closed	-$260K	–	4830
2020 Q4	$257K	Sell	5,097 -254	-5%	-$11.5K	﹤0.01%	3599
2020 Q3	$209K	Buy	+5,351	New	+$196K	0.01%	3476
2020 Q2	–	Sell	-5,170	Closed	-$143K	–	4368
2020 Q1	$111K	Buy	+5,170	New	+$155K	0.01%	3239
2019 Q4	–	Hold	0	–	–	–	3380
2019 Q2	–	Sell	-50,862	Closed	-$1.28M	–	3642
2019 Q1	$1.28M	Buy	+50,862	New	+$1.24M	0.06%	1648

Other funds holding APAM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return