AIM
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Allen Investment Management’s Flex FLEX Stock Holding History

Allen Investment Management’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,131
Closed -$278K – 214
2023
Q4 		$278K Hold
12,131
– – ﹤0.01% 196
2023
Q3 		$247K Hold
12,131
– – ﹤0.01% 206
2023
Q2 		$253K Hold
12,131
– – ﹤0.01% 202
2023
Q1 		$210K Buy
+12,131
New +$210K ﹤0.01% 210
2022
Q4 		– Sell
-15,213
Closed -$191K – 217
2022
Q3 		$191K Hold
15,213
– – ﹤0.01% 208
2022
Q2 		$166K Hold
15,213
– – ﹤0.01% 223
2022
Q1 		$213K Hold
15,213
– – ﹤0.01% 226
2021
Q4 		$210K Hold
15,213
– – ﹤0.01% 237
2021
Q3 		$203K Buy
+15,213
New +$205K ﹤0.01% 199
2016
Q1 		– Sell
-144,961
Closed -$1.23M – 212
2015
Q4 		$1.23M Sell
144,961
-3,335
-2% -$28.2K 0.1% 72
2015
Q3 		$1.18M Buy
148,296
+6,095
+4% +$49.5K 0.11% 86
2015
Q2 		$1.21M Buy
142,201
+72,909
+105% +$671K 0.12% 83
2015
Q1 		$662K Buy
69,292
+20,964
+43% +$184K 0.05% 123
2014
Q4 		$407K Buy
+48,328
New +$382K 0.03% 154
2013
Q4 		– Sell
-24,681
Closed -$169K – 87
2013
Q3 		$169K Buy
+24,681
New +$163K 0.05% 58

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return