UFF
APAM icon

USA Financial Formulas’s Artisan Partners APAM Stock Holding History

USA Financial Formulas’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
Q4 		– Sell
-983
Closed -$38K – 321
2020
Q3 		$38K Buy
+983
New +$36K 0.03% 132
2019
Q1 		– Sell
-6,646
Closed -$215K – 133
2018
Q4 		$215K Buy
+6,646
New +$177K 0.05% 252
2018
Q3 		– Sell
-11,036
Closed -$367K – 276
2018
Q2 		$367K Hold
11,036
– – 0.09% 206
2018
Q1 		$367K Buy
+11,036
New +$398K 0.09% 207

Other funds holding APAM

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
Kayne Anderson Rudnick Investment Management
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

USA Financial Formulas's APAM Position: Q4 2020 in Review

USA Financial Formulas sold out of Artisan Partners (APAM) in Q4 2020, closing a stake of 983 shares — an estimated $38K sold.

USA Financial Formulas first reported a position in APAM in Q1 2018 and held it in 4 quarters. The position peaked at $367K in Q2 2018. 283 funds tracked by Wall St. Rank hold APAM as of Q4 2020.

  • USA Financial Formulas reported no remaining Artisan Partners position as of Q4 2020 after selling out during the quarter.
  • USA Financial Formulas sold 983 Artisan Partners shares in Q4 2020, an estimated $38K.
  • USA Financial Formulas first reported a position in Artisan Partners in Q1 2018 and held it in 4 quarters.
  • USA Financial Formulas's Artisan Partners position peaked at $367K in Q2 2018.
  • 283 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2020.

Based on USA Financial Formulas's 13F filing for Q4 2020, filed 29 Jan 2021.