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Advisory Research’s Aspen Aerogels ASPN Stock Holding History

Advisory Research’s Portfolio ASPN Stock Details ASPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-87,936
Closed -$1.39M – 172
2023
Q4 		$1.39M Buy
87,936
+62,112
+241% +$641K 0.21% 123
2023
Q3 		$222K Buy
+25,824
New +$183K 0.03% 407
2023
Q1 		– Sell
-23,500
Closed -$277K – 359
2022
Q4 		$277K Buy
23,500
+3,303
+16% +$37.7K 0.03% 309
2022
Q3 		$186K Buy
+20,197
New +$245K 0.02% 316
2022
Q2 		– Sell
-21,523
Closed -$742K – 374
2022
Q1 		$742K Sell
21,523
-41,759
-66% -$1.36M 0.06% 214
2021
Q4 		$3.15M Buy
63,282
+15,643
+33% +$824K 0.25% 73
2021
Q3 		$2.19M Buy
+47,639
New +$1.89M 0.14% 122

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return