Whittier Trust’s Artisan Partners APAM Stock Holding History

Whittier Trust’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
2024 Q4	–	Sell	-563	Closed	-$24.4K	–	1548
2024 Q3	$24.4K	Hold	563	–	–	﹤0.01%	1063
2024 Q2	$23.2K	Buy	563 +70	+14%	+$3.02K	﹤0.01%	1066
2024 Q1	$22.6K	Hold	493	–	–	﹤0.01%	1100
2023 Q4	$21.8K	Sell	493 -462	-48%	-$17.4K	﹤0.01%	1091
2023 Q3	$35.7K	Hold	955	–	–	﹤0.01%	992
2023 Q2	$37.5K	Hold	955	–	–	﹤0.01%	993
2023 Q1	$30.5K	Buy	955 +515	+117%	+$17.3K	﹤0.01%	1058
2022 Q4	$13.1K	Buy	+440	New	+$13.5K	﹤0.01%	1240
2017 Q2	–	Sell	-142	Closed	-$4K	–	1254
2017 Q1	$4K	Buy	+142	New	+$4.07K	﹤0.01%	1168
2016 Q3	–	Sell	-3,300	Closed	-$91K	–	1183
2016 Q2	$91K	Hold	3,300	–	–	﹤0.01%	608
2016 Q1	$102K	Buy	+3,300	New	+$96.4K	﹤0.01%	580
2015 Q2	–	Sell	-253	Closed	-$11K	–	1213
2015 Q1	$11K	Buy	+253	New	+$12K	﹤0.01%	996

Other funds holding APAM

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Whittier Trust's APAM Position: Q4 2024 in Review

Whittier Trust sold out of Artisan Partners (APAM) in Q4 2024, closing a stake of 563 shares — an estimated $24.4K sold.

Whittier Trust first reported a position in APAM in Q1 2015 and held it in 12 quarters. The position peaked at $102K in Q1 2016. 358 funds tracked by Wall St. Rank hold APAM as of Q4 2024.

Whittier Trust reported no remaining Artisan Partners position as of Q4 2024 after selling out during the quarter.
Whittier Trust sold 563 Artisan Partners shares in Q4 2024, an estimated $24.4K.
Whittier Trust first reported a position in Artisan Partners in Q1 2015 and held it in 12 quarters.
Whittier Trust's Artisan Partners position peaked at $102K in Q1 2016.
358 funds tracked by Wall St. Rank held Artisan Partners as of Q4 2024.

Based on Whittier Trust's 13F filing for Q4 2024, filed 11 Feb 2025.