Waddell & Reed Financial’s Artisan Partners APAM Stock Holding History

Waddell & Reed Financial’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
2021 Q1	$85.6M	Buy	1,640,355 +523,308	+47%	+$26.7M	0.18%	162
2020 Q4	$56.2M	Buy	+1,117,047	New	+$50.8M	0.12%	200
2016 Q3	–	Sell	-52,400	Closed	-$1.45M	–	592
2016 Q2	$1.45M	Sell	52,400 -57,530	-52%	-$1.81M	﹤0.01%	568
2016 Q1	$3.39M	Buy	109,930 +35,870	+48%	+$1.05M	0.01%	523
2015 Q4	$2.67M	Buy	74,060 +19,880	+37%	+$734K	﹤0.01%	566
2015 Q3	$1.91M	Buy	54,180 +11,330	+26%	+$489K	﹤0.01%	583
2015 Q2	$1.99M	Buy	42,850 +3,180	+8%	+$145K	﹤0.01%	559
2015 Q1	$1.8M	Buy	39,670 +12,180	+44%	+$576K	﹤0.01%	552
2014 Q4	$1.39M	Buy	+27,490	New	+$1.37M	﹤0.01%	532

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

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

CCP

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Waddell & Reed Financial's APAM Position: Q1 2021 in Review

Waddell & Reed Financial increased its Artisan Partners (APAM) stake by 47% in Q1 2021, buying an estimated $26.7M and bringing the position to 1,640,355 shares worth $85.6M. The position accounts for 0.18% of the portfolio, ranked #162.

Waddell & Reed Financial first reported a position in APAM in Q4 2014 and has held it in 9 quarters since. 322 funds tracked by Wall St. Rank hold APAM as of Q1 2021.

Waddell & Reed Financial held 1,640,355 shares of Artisan Partners worth $85.6M as of Q1 2021.
Waddell & Reed Financial bought 523,308 Artisan Partners shares in Q1 2021, an estimated $26.7M.
Artisan Partners made up 0.18% of Waddell & Reed Financial's portfolio in Q1 2021, its #162 holding.
Waddell & Reed Financial first reported a position in Artisan Partners in Q4 2014 and has held it in 9 quarters since.
322 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.