Samalin Investment Counsel’s Artisan Partners APAM Stock Holding History

Samalin Investment Counsel’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 Q3	–	Sell	-5,283	Closed	-$208K	–	258
2023 Q2	$208K	Buy	+5,283	New	+$182K	0.11%	240
2023 Q1	–	Sell	-7,753	Closed	-$230K	–	264
2022 Q4	$230K	Sell	7,753 -1,348	-15%	-$41.4K	0.15%	194
2022 Q3	$245K	Sell	9,101 -272	-3%	-$9.56K	0.18%	164
2022 Q2	$333K	Buy	9,373 +187	+2%	+$6.8K	0.23%	133
2022 Q1	$361K	Buy	+9,186	New	+$373K	0.22%	140

Other funds holding APAM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

CCP

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Samalin Investment Counsel's APAM Position: Q3 2023 in Review

Samalin Investment Counsel sold out of Artisan Partners (APAM) in Q3 2023, closing a stake of 5,283 shares — an estimated $208K sold.

Samalin Investment Counsel first reported a position in APAM in Q1 2022 and held it in 5 quarters. The position peaked at $361K in Q1 2022. 300 funds tracked by Wall St. Rank hold APAM as of Q3 2023.

Samalin Investment Counsel reported no remaining Artisan Partners position as of Q3 2023 after selling out during the quarter.
Samalin Investment Counsel sold 5,283 Artisan Partners shares in Q3 2023, an estimated $208K.
Samalin Investment Counsel first reported a position in Artisan Partners in Q1 2022 and held it in 5 quarters.
Samalin Investment Counsel's Artisan Partners position peaked at $361K in Q1 2022.
300 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2023.

Based on Samalin Investment Counsel's 13F filing for Q3 2023, filed 13 Nov 2023.