Algert Global’s Bristow Group VTOL Stock Holding History

Algert Global’s Portfolio VTOL Stock Details VTOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.4M	Buy	350,201 +47,171	+16%	+$2.07M	0.25%	93
2025 Q4	$11.1M	Buy	303,030 +144,532	+91%	+$5.44M	0.17%	166
2025 Q3	$5.72M	Buy	158,498 +106,514	+205%	+$3.91M	0.1%	376
2025 Q2	$1.71M	Sell	51,984 -4,410	-8%	-$133K	0.04%	675
2025 Q1	$1.78M	Sell	56,394 -3,620	-6%	-$124K	0.04%	631
2024 Q4	$2.06M	Buy	60,014 +80	+0.1%	+$2.83K	0.05%	599
2024 Q3	$2.08M	Sell	59,934 -1,070	-2%	-$38.6K	0.06%	537
2024 Q2	$2.04M	Buy	61,004 +10,634	+21%	+$329K	0.07%	460
2024 Q1	$1.37M	Sell	50,370 -3,280	-6%	-$87.4K	0.05%	533
2023 Q4	$1.52M	Hold	53,650	–	–	0.06%	505
2023 Q3	$1.51M	Buy	53,650 +36,420	+211%	+$1.05M	0.07%	457
2023 Q2	$495K	Buy	+17,230	New	+$411K	0.02%	815
2020 Q2	–	Sell	-8,265	Closed	-$88K	–	512
2020 Q1	$88K	Buy	+8,265	New	+$146K	0.04%	361

Other funds holding VTOL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Solus Alternative Asset Management Summit, New Jersey $372M AUM 45.33% 1-Year Est. Return

South Dakota Investment Council Sioux Falls, South Dakota $5.24B AUM 22.1% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Empyrean Capital Partners Los Angeles, California $3B AUM 34.24% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Taconic Capital Advisors New York $140M AUM 110.07% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return