AG
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Algert Global’s Arteris AIP Stock Holding History

Algert Global’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-402,912
Closed -$6.25M – 1141
2025
Q4 		$6.25M Buy
402,912
+180,158
+81% +$2.61M 0.1% 353
2025
Q3 		$2.25M Buy
+222,754
New +$2.12M 0.04% 653
2025
Q1 		– Sell
-16,121
Closed -$164K – 1166
2024
Q4 		$164K Sell
16,121
-310
-2% -$2.56K ﹤0.01% 1092
2024
Q3 		$127K Buy
16,431
+1,063
+7% +$8.21K ﹤0.01% 1098
2024
Q2 		$115K Buy
+15,368
New +$117K ﹤0.01% 1374
2024
Q1 		– Sell
-14,169
Closed -$83K – 1065
2023
Q4 		$83K Sell
14,169
-7,661
-35% -$43.2K ﹤0.01% 1087
2023
Q3 		$142K Buy
+21,830
New +$150K 0.01% 1002

Other funds holding AIP

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SM
Samjo Management New York $231M AUM 13.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return