AIM
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Allen Investment Management’s Spotify SPOT Stock Holding History

Allen Investment Management’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$368K Sell
758
-37,103
-98% -$18.6M ﹤0.01% 201
2025
Q4 		$22M Sell
37,861
-9,003
-19% -$5.63M 0.24% 60
2025
Q3 		$32.7M Buy
46,864
+46,594
+17,257% +$32.6M 0.36% 51
2025
Q2 		$207K Buy
+270
New +$173K ﹤0.01% 195
2024
Q1 		– Sell
-2,279
Closed -$428K – 217
2023
Q4 		$428K Sell
2,279
-1,411
-38% -$246K 0.01% 172
2023
Q3 		$571K Buy
3,690
+1,411
+62% +$215K 0.01% 159
2023
Q2 		$366K Hold
2,279
– – 0.01% 182
2023
Q1 		$305K Buy
+2,279
New +$261K 0.01% 193
2021
Q3 		– Sell
-39,549
Closed -$10.9M – 205
2021
Q2 		$10.9M Buy
39,549
+2,554
+7% +$648K 0.15% 54
2021
Q1 		$9.91M Buy
36,995
+5,922
+19% +$1.85M 0.15% 54
2020
Q4 		$9.78M Hold
31,073
– – 0.17% 54
2020
Q3 		$7.54M Hold
31,073
– – 0.14% 61
2020
Q2 		$8.02M Hold
31,073
– – 0.17% 54
2020
Q1 		$3.77M Buy
31,073
+2,689
+9% +$381K 0.11% 72
2019
Q4 		$4.25M Buy
28,384
+7,021
+33% +$964K 0.1% 77
2019
Q3 		$2.44M Hold
21,363
– – 0.06% 92
2019
Q2 		$3.12M Sell
21,363
-6,852
-24% -$943K 0.09% 89
2019
Q1 		$3.92M Buy
+28,215
New +$3.86M 0.12% 68

Other funds holding SPOT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return