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Sherbrooke Park Advisers’s Artisan Partners APAM Stock Holding History

Sherbrooke Park Advisers’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
2025
Q1 		– Sell
-10,183
Closed -$438K – 595
2024
Q4 		$438K Buy
10,183
+815
+9% +$37.2K 0.14% 259
2024
Q3 		$406K Sell
9,368
-6,274
-40% -$259K 0.09% 412
2024
Q2 		$646K Buy
15,642
+11,269
+258% +$486K 0.11% 304
2024
Q1 		$200K Buy
+4,373
New +$188K 0.04% 727

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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 $32.2B AUM 10.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sherbrooke Park Advisers's APAM Position: Q1 2025 in Review

Sherbrooke Park Advisers sold out of Artisan Partners (APAM) in Q1 2025, closing a stake of 10,183 shares — an estimated $438K sold.

Sherbrooke Park Advisers first reported a position in APAM in Q1 2024 and held it in 4 quarters. The position peaked at $646K in Q2 2024. 359 funds tracked by Wall St. Rank hold APAM as of Q1 2025.

  • Sherbrooke Park Advisers reported no remaining Artisan Partners position as of Q1 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 10,183 Artisan Partners shares in Q1 2025, an estimated $438K.
  • Sherbrooke Park Advisers first reported a position in Artisan Partners in Q1 2024 and held it in 4 quarters.
  • Sherbrooke Park Advisers's Artisan Partners position peaked at $646K in Q2 2024.
  • 359 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q1 2025, filed 15 May 2025.