WT
APAM icon

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return