ST
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Smithfield Trust’s Artisan Partners APAM Stock Holding History

Smithfield Trust’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
2024
Q3 		– Sell
-132
Closed -$5K – 1019
2024
Q2 		$5K Hold
132
– – ﹤0.01% 900
2024
Q1 		$6K Hold
132
– – ﹤0.01% 906
2023
Q4 		$6K Hold
132
– – ﹤0.01% 895
2023
Q3 		$5K Hold
132
– – ﹤0.01% 899
2023
Q2 		$5K Hold
132
– – ﹤0.01% 914
2023
Q1 		$4K Hold
132
– – ﹤0.01% 909
2022
Q4 		$4K Hold
132
– – ﹤0.01% 900
2022
Q3 		$4K Hold
132
– – ﹤0.01% 924
2022
Q2 		$5K Hold
132
– – ﹤0.01% 940
2022
Q1 		$5K Buy
+132
New +$5.36K ﹤0.01% 972
2019
Q4 		– Sell
-1,266
Closed -$36K – 947
2019
Q3 		$36K Hold
1,266
– – ﹤0.01% 580
2019
Q2 		$35K Buy
+1,266
New +$33.7K ﹤0.01% 564

Other funds holding APAM

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return