AR
AERI

Advisory Research’s Aerie Pharmaceuticals AERI Stock Holding History

Advisory Research’s Portfolio AERI Stock Details AERI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-23,641
Closed -$1.28M – 402
2018
Q1 		$1.28M Buy
+23,641
New +$1.32M 0.02% 250
2017
Q2 		– Sell
-19,427
Closed -$881K – 465
2017
Q1 		$881K Buy
+19,427
New +$866K 0.01% 331

Other funds holding AERI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
FCMI
Foresite Capital Management III Larkspur, California $37.9M AUM 6.87% 1-Year Est. Return
FCMI
Foresite Capital Management II Larkspur, California $29.2M AUM 44.84% 1-Year Est. Return
HM
HealthCor Management New York $109M AUM 10.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Advisory Research's AERI Position: Q2 2018 in Review

Advisory Research sold out of Aerie Pharmaceuticals (AERI) in Q2 2018, closing a stake of 23,641 shares — an estimated $1.28M sold.

Advisory Research first reported a position in AERI in Q1 2017 and held it in 2 quarters. The position peaked at $1.28M in Q1 2018. 175 funds tracked by Wall St. Rank hold AERI as of Q2 2018.

  • Advisory Research reported no remaining Aerie Pharmaceuticals position as of Q2 2018 after selling out during the quarter.
  • Advisory Research sold 23,641 Aerie Pharmaceuticals shares in Q2 2018, an estimated $1.28M.
  • Advisory Research first reported a position in Aerie Pharmaceuticals in Q1 2017 and held it in 2 quarters.
  • Advisory Research's Aerie Pharmaceuticals position peaked at $1.28M in Q1 2018.
  • 175 funds tracked by Wall St. Rank held Aerie Pharmaceuticals as of Q2 2018.

Based on Advisory Research's 13F filing for Q2 2018, filed 14 Aug 2018.