Zevin Asset Management’s Artisan Partners APAM Stock Holding History

Zevin Asset Management’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
2023 Q1	–	Sell	-6,830	Closed	-$203K	–	81
2022 Q4	$203K	Buy	+6,830	New	+$210K	0.04%	73
2022 Q3	–	Sell	-6,830	Closed	-$243K	–	77
2022 Q2	$243K	Hold	6,830	–	–	0.05%	67
2022 Q1	$269K	Hold	6,830	–	–	0.05%	74
2021 Q4	$325K	Hold	6,830	–	–	0.06%	71
2021 Q3	$334K	Buy	+6,830	New	+$345K	0.06%	71

Other funds holding APAM

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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CCM

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Zevin Asset Management's APAM Position: Q1 2023 in Review

Zevin Asset Management sold out of Artisan Partners (APAM) in Q1 2023, closing a stake of 6,830 shares — an estimated $203K sold.

Zevin Asset Management first reported a position in APAM in Q3 2021 and held it in 5 quarters. The position peaked at $334K in Q3 2021. 259 funds tracked by Wall St. Rank hold APAM as of Q1 2023.

Zevin Asset Management reported no remaining Artisan Partners position as of Q1 2023 after selling out during the quarter.
Zevin Asset Management sold 6,830 Artisan Partners shares in Q1 2023, an estimated $203K.
Zevin Asset Management first reported a position in Artisan Partners in Q3 2021 and held it in 5 quarters.
Zevin Asset Management's Artisan Partners position peaked at $334K in Q3 2021.
259 funds tracked by Wall St. Rank held Artisan Partners as of Q1 2023.

Based on Zevin Asset Management's 13F filing for Q1 2023, filed 5 May 2023.