Stone Ridge Asset Management’s Artisan Partners APAM Stock Holding History

Stone Ridge Asset Management’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
2020 Q3	–	Sell	-16,418	Closed	-$534K	–	29
2020 Q2	$534K	Sell	16,418 -4,100	-20%	-$114K	0.09%	258
2020 Q1	$441K	Hold	20,518	–	–	0.05%	414
2019 Q4	$663K	Sell	20,518 -8,300	-29%	-$240K	0.04%	546
2019 Q3	$814K	Hold	28,818	–	–	0.05%	476
2019 Q2	$793K	Sell	28,818 -24,186	-46%	-$644K	0.05%	511
2019 Q1	$1.33M	Sell	53,004 -444	-0.8%	-$10.9K	0.08%	326
2018 Q4	$1.18M	Buy	53,448 +15,882	+42%	+$424K	0.07%	339
2018 Q3	$1.22M	Buy	37,566 +12,684	+51%	+$413K	0.07%	378
2018 Q2	$751K	Sell	24,882 -4,670	-16%	-$152K	0.04%	572
2018 Q1	$984K	Buy	29,552 +6,700	+29%	+$242K	0.06%	395
2017 Q4	$903K	Buy	+22,852	New	+$848K	0.06%	442

Other funds holding APAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CCP

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

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

Stone Ridge Asset Management's APAM Position: Q3 2020 in Review

Stone Ridge Asset Management sold out of Artisan Partners (APAM) in Q3 2020, closing a stake of 16,418 shares — an estimated $534K sold.

Stone Ridge Asset Management first reported a position in APAM in Q4 2017 and held it in 11 quarters. The position peaked at $1.33M in Q1 2019. 254 funds tracked by Wall St. Rank hold APAM as of Q3 2020.

Stone Ridge Asset Management reported no remaining Artisan Partners position as of Q3 2020 after selling out during the quarter.
Stone Ridge Asset Management sold 16,418 Artisan Partners shares in Q3 2020, an estimated $534K.
Stone Ridge Asset Management first reported a position in Artisan Partners in Q4 2017 and held it in 11 quarters.
Stone Ridge Asset Management's Artisan Partners position peaked at $1.33M in Q1 2019.
254 funds tracked by Wall St. Rank held Artisan Partners as of Q3 2020.

Based on Stone Ridge Asset Management's 13F filing for Q3 2020.