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Sapience Investments’s Artisan Partners APAM Stock Holding History

Sapience 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
Q1 		– Sell
-174,270
Closed -$5.18M – 78
2022
Q4 		$5.18M Sell
174,270
-18,575
-10% -$571K 1.09% 51
2022
Q3 		$5.19M Sell
192,845
-4,630
-2% -$163K 1.09% 53
2022
Q2 		$7.02M Sell
197,475
-65,295
-25% -$2.37M 1.32% 41
2022
Q1 		$10.3M Sell
262,770
-10,850
-4% -$441K 1.26% 44
2021
Q4 		$13M Buy
273,620
+37,340
+16% +$1.79M 1.48% 34
2021
Q3 		$11.6M Buy
236,280
+19,330
+9% +$976K 1.37% 44
2021
Q2 		$11M Sell
216,950
-35,500
-14% -$1.87M 1.37% 36
2021
Q1 		$13.2M Buy
252,450
+123,370
+96% +$6.3M 1.65% 17
2020
Q4 		$6.5M Sell
129,080
-59,800
-32% -$2.72M 0.9% 62
2020
Q3 		$7.36M Sell
188,880
-28,910
-13% -$1.06M 1.31% 33
2020
Q2 		$7.08M Sell
217,790
-1,450
-0.7% -$40.2K 1.3% 30
2020
Q1 		$4.71M Sell
219,240
-24,040
-10% -$721K 1.05% 42
2019
Q4 		$7.86M Sell
243,280
-16,980
-7% -$490K 1.1% 39
2019
Q3 		$7.35M Sell
260,260
-57,800
-18% -$1.62M 1.02% 40
2019
Q2 		$8.75M Sell
318,060
-60,300
-16% -$1.61M 1.19% 33
2019
Q1 		$9.52M Buy
378,360
+19,050
+5% +$466K 1.27% 31
2018
Q4 		$7.94M Buy
359,310
+120,850
+51% +$3.22M 1.29% 34
2018
Q3 		$7.73M Sell
238,460
-2,950
-1% -$96.1K 0.94% 52
2018
Q2 		$7.28M Sell
241,410
-3,950
-2% -$128K 0.96% 50
2018
Q1 		$8.17M Buy
245,360
+2,400
+1% +$86.6K 1.12% 44
2017
Q4 		$9.6M Sell
242,960
-112,835
-32% -$4.18M 1.3% 35
2017
Q3 		$11.6M Buy
355,795
+13,830
+4% +$430K 1.62% 23
2017
Q2 		$10.5M Hold
341,965
– – 1.66% 23
2017
Q1 		$9.44M Buy
341,965
+182,211
+114% +$5.23M 1.55% 31
2016
Q4 		$4.75M Buy
+159,754
New +$4.56M 1.46% 37

Other funds holding APAM

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Sapience Investments's APAM Position: Q1 2023 in Review

Sapience Investments sold out of Artisan Partners (APAM) in Q1 2023, closing a stake of 174,270 shares — an estimated $5.18M sold.

Sapience Investments first reported a position in APAM in Q4 2016 and held it in 25 quarters. The position peaked at $13.2M in Q1 2021. 259 funds tracked by Wall St. Rank hold APAM as of Q1 2023.

  • Sapience Investments reported no remaining Artisan Partners position as of Q1 2023 after selling out during the quarter.
  • Sapience Investments sold 174,270 Artisan Partners shares in Q1 2023, an estimated $5.18M.
  • Sapience Investments first reported a position in Artisan Partners in Q4 2016 and held it in 25 quarters.
  • Sapience Investments's Artisan Partners position peaked at $13.2M in Q1 2021.
  • 259 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2023.

Based on Sapience Investments's 13F filing for Q1 2023, filed 15 May 2023.