WRF
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return