Yorktown Management & Research Company’s Artisan Partners APAM Stock Holding History

Yorktown Management & Research Company’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
2022 Q1	–	Sell	-10,500	Closed	-$500K	–	222
2021 Q4	$500K	Hold	10,500	–	–	0.34%	123
2021 Q3	$514K	Hold	10,500	–	–	0.39%	96
2021 Q2	$534K	Buy	10,500 +1,400	+15%	+$73.6K	0.42%	77
2021 Q1	$475K	Hold	9,100	–	–	0.39%	79
2020 Q4	$458K	Sell	9,100 -900	-9%	-$40.9K	0.41%	95
2020 Q3	$390K	Buy	10,000 +2,000	+25%	+$73.3K	0.36%	113
2020 Q2	$260K	Buy	+8,000	New	+$222K	0.23%	233
2014 Q4	–	Sell	-4,500	Closed	-$234K	–	436
2014 Q3	$234K	Hold	4,500	–	–	0.04%	341
2014 Q2	$255K	Buy	+4,500	New	+$258K	0.05%	304

Other funds holding APAM

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

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Yorktown Management & Research Company's APAM Position: Q1 2022 in Review

Yorktown Management & Research Company sold out of Artisan Partners (APAM) in Q1 2022, closing a stake of 10,500 shares — an estimated $500K sold.

Yorktown Management & Research Company first reported a position in APAM in Q2 2014 and held it in 9 quarters. The position peaked at $534K in Q2 2021. 271 funds tracked by Wall St. Rank hold APAM as of Q1 2022.

Yorktown Management & Research Company reported no remaining Artisan Partners position as of Q1 2022 after selling out during the quarter.
Yorktown Management & Research Company sold 10,500 Artisan Partners shares in Q1 2022, an estimated $500K.
Yorktown Management & Research Company first reported a position in Artisan Partners in Q2 2014 and held it in 9 quarters.
Yorktown Management & Research Company's Artisan Partners position peaked at $534K in Q2 2021.
271 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2022.

Based on Yorktown Management & Research Company's 13F filing for Q1 2022, filed 29 Apr 2022.