Wellington Management Group
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Wellington Management Group’s Artisan Partners APAM Stock Holding History

Wellington Management Group’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
Q4 		– Sell
-11,042
Closed -$540K – 2172
2021
Q3 		$540K Sell
11,042
-445,739
-98% -$22.5M ﹤0.01% 1911
2021
Q2 		$23.2M Sell
456,781
-239,980
-34% -$12.6M ﹤0.01% 1056
2021
Q1 		$36.4M Buy
696,761
+156,700
+29% +$8M 0.01% 904
2020
Q4 		$27.2M Sell
540,061
-230,591
-30% -$10.5M 0.01% 962
2020
Q3 		$30M Buy
770,652
+128,272
+20% +$4.7M 0.01% 849
2020
Q2 		$20.9M Buy
642,380
+586,696
+1,054% +$16.3M ﹤0.01% 915
2020
Q1 		$1.2M Buy
+55,684
New +$1.67M ﹤0.01% 1486
2019
Q3 		– Sell
-11,819
Closed -$325K – 2014
2019
Q2 		$325K Buy
+11,819
New +$315K ﹤0.01% 1968
2018
Q3 		– Sell
-54,319
Closed -$1.64M – 2208
2018
Q2 		$1.64M Sell
54,319
-109,814
-67% -$3.56M ﹤0.01% 1780
2018
Q1 		$5.46M Buy
164,133
+27,413
+20% +$989K ﹤0.01% 1455
2017
Q4 		$5.4M Buy
136,720
+102,033
+294% +$3.78M ﹤0.01% 1456
2017
Q3 		$1.13M Sell
34,687
-8,842
-20% -$275K ﹤0.01% 1856
2017
Q2 		$1.34M Buy
+43,529
New +$1.25M ﹤0.01% 1805
2014
Q4 		– Sell
-1,834,133
Closed -$95.5M – 2164
2014
Q3 		$95.5M Sell
1,834,133
-1,559,484
-46% -$84.2M 0.03% 518
2014
Q2 		$192M Sell
3,393,617
-557,650
-14% -$31.9M 0.05% 367
2014
Q1 		$254M Buy
3,951,267
+1,993,583
+102% +$128M 0.07% 300
2013
Q4 		$128M Buy
+1,957,684
New +$117M 0.04% 449

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Wellington Management Group's APAM Position: Q4 2021 in Review

Wellington Management Group sold out of Artisan Partners (APAM) in Q4 2021, closing a stake of 11,042 shares — an estimated $540K sold.

Wellington Management Group first reported a position in APAM in Q4 2013 and held it in 17 quarters. The position peaked at $254M in Q1 2014. 303 funds tracked by Wall St. Rank hold APAM as of Q4 2021.

  • Wellington Management Group reported no remaining Artisan Partners position as of Q4 2021 after selling out during the quarter.
  • Wellington Management Group sold 11,042 Artisan Partners shares in Q4 2021, an estimated $540K.
  • Wellington Management Group first reported a position in Artisan Partners in Q4 2013 and held it in 17 quarters.
  • Wellington Management Group's Artisan Partners position peaked at $254M in Q1 2014.
  • 303 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2021.

Based on Wellington Management Group's 13F filing for Q4 2021, filed 11 Feb 2022.