Aquila Investment Management’s AeroVironment AVAV Stock Holding History

Aquila Investment Management’s Portfolio AVAV Stock Details AVAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1M	Sell	5,000 -7,000	-58%	-$1.26M	1.12%	34
2024 Q2	$2.19M	Hold	12,000	–	–	2.05%	19
2024 Q1	$1.84M	Hold	12,000	–	–	1.57%	27
2023 Q4	$1.51M	Sell	12,000 -12,000	-50%	-$1.47M	1.31%	29
2023 Q3	$2.68M	Hold	24,000	–	–	2.47%	5
2023 Q2	$2.45M	Buy	24,000 +7,000	+41%	+$705K	2.01%	10
2023 Q1	$1.56M	Hold	17,000	–	–	1.28%	30
2022 Q4	$1.46M	Hold	17,000	–	–	1.13%	39
2022 Q3	$1.42M	Hold	17,000	–	–	1.06%	41
2022 Q2	$1.4M	Hold	17,000	–	–	0.99%	46
2022 Q1	$1.6M	Hold	17,000	–	–	0.91%	45
2021 Q4	$1.05M	Buy	+17,000	New	+$1.38M	0.51%	78

Other funds holding AVAV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ACM

American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aquila Investment Management's AVAV Position: Q3 2024 in Review

Aquila Investment Management reduced its AeroVironment (AVAV) stake by 58% in Q3 2024, selling an estimated $1.26M and leaving 5,000 shares worth $1M. The position accounts for 1.12% of the portfolio, ranked #34.

Aquila Investment Management first reported a position in AVAV in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.68M in Q3 2023. 420 funds tracked by Wall St. Rank hold AVAV as of Q3 2024.

Aquila Investment Management held 5,000 shares of AeroVironment worth $1M as of Q3 2024.
Aquila Investment Management sold 7,000 AeroVironment shares in Q3 2024, an estimated $1.26M.
AeroVironment made up 1.12% of Aquila Investment Management's portfolio in Q3 2024, its #34 holding.
Aquila Investment Management first reported a position in AeroVironment in Q4 2021 and has held it in 12 quarters since.
Aquila Investment Management's AeroVironment position peaked at $2.68M in Q3 2023.
420 funds tracked by Wall St. Rank held AeroVironment as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.