Wolverine Trading’s Artisan Partners APAM Stock Holding History

Wolverine Trading’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 Q1	–	Sell	-6,500	Closed	-$287K	–	4441
2023 Q4	$287K	Buy	+6,500	New	+$245K	﹤0.01%	3514
2023 Q3	–	Sell	-14,000	Closed	-$558K	–	4447
2023 Q2	$558K	Sell	14,000 -10,200	-42%	-$352K	﹤0.01%	2504
2023 Q1	$754K	Buy	24,200 +7,400	+44%	+$248K	﹤0.01%	2146
2022 Q4	$499K	Sell	16,800 -1,900	-10%	-$58.4K	﹤0.01%	2333
2022 Q3	$521K	Buy	18,700 +6,600	+55%	+$232K	﹤0.01%	2567
2022 Q2	$423K	Sell	12,100 -9,200	-43%	-$335K	﹤0.01%	2705
2022 Q1	$851K	Buy	21,300 +1,600	+8%	+$65K	﹤0.01%	2622
2021 Q4	$936K	Buy	19,700 +8,700	+79%	+$418K	﹤0.01%	2704
2021 Q3	$549K	Sell	11,000 -300	-3%	-$15.1K	﹤0.01%	3803
2021 Q2	$571K	Buy	+11,300	New	+$594K	﹤0.01%	3498
2017 Q4	–	Sell	-7,000	Closed	-$228K	–	4824
2017 Q3	$228K	Buy	+7,000	New	+$218K	﹤0.01%	3640

Other funds holding APAM

BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Wolverine Trading's APAM Position: Q2 2023 in Review

Wolverine Trading sold out of Artisan Partners (APAM) in Q2 2023, closing a stake of 11,296 shares — an estimated $390K sold.

Wolverine Trading first reported a position in APAM in Q3 2021 and held it in 5 quarters. The position peaked at $552K in Q3 2021. 281 funds tracked by Wall St. Rank hold APAM as of Q2 2023.

Wolverine Trading reported no remaining Artisan Partners position as of Q2 2023 after selling out during the quarter.
Wolverine Trading sold 11,296 Artisan Partners shares in Q2 2023, an estimated $390K.
Wolverine Trading first reported a position in Artisan Partners in Q3 2021 and held it in 5 quarters.
Wolverine Trading's Artisan Partners position peaked at $552K in Q3 2021.
281 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2023.

Based on Wolverine Trading's 13F filing for Q2 2023, filed 23 Aug 2023.