AIM
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Allen Investment Management’s Antero Midstream AM Stock Holding History

Allen Investment Management’s Portfolio AM Stock Details AM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-17,528
Closed -$258K – 217
2024
Q2 		$258K Hold
17,528
– – ﹤0.01% 201
2024
Q1 		$246K Hold
17,528
– – ﹤0.01% 195
2023
Q4 		$220K Hold
17,528
– – ﹤0.01% 207
2023
Q3 		$210K Buy
+17,528
New +$208K ﹤0.01% 212

Other funds holding AM

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allen Investment Management's AM Position: Q3 2024 in Review

Allen Investment Management sold out of Antero Midstream (AM) in Q3 2024, closing a stake of 17,528 shares — an estimated $258K sold.

Allen Investment Management first reported a position in AM in Q3 2023 and held it in 4 quarters. The position peaked at $258K in Q2 2024. 424 funds tracked by Wall St. Rank hold AM as of Q3 2024.

  • Allen Investment Management reported no remaining Antero Midstream position as of Q3 2024 after selling out during the quarter.
  • Allen Investment Management sold 17,528 Antero Midstream shares in Q3 2024, an estimated $258K.
  • Allen Investment Management first reported a position in Antero Midstream in Q3 2023 and held it in 4 quarters.
  • Allen Investment Management's Antero Midstream position peaked at $258K in Q2 2024.
  • 424 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2024.

Based on Allen Investment Management's 13F filing for Q3 2024, filed 7 Nov 2024.