Ariel Investments’s Aspen Aerogels ASPN Stock Holding History

Ariel Investments’s Portfolio ASPN Stock Details ASPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-444,331	Closed	-$2.63M	–	147
2019 Q3	$2.63M	Sell	444,331 -235,486	-35%	-$1.5M	0.04%	129
2019 Q2	$4.85M	Sell	679,817 -785,563	-54%	-$3.57M	0.06%	130
2019 Q1	$3.74M	Sell	1,465,380 -360,900	-20%	-$1.07M	0.05%	136
2018 Q4	$3.89M	Sell	1,826,280 -12,709	-0.7%	-$43K	0.05%	135
2018 Q3	$8.4M	Buy	1,838,989 +181,100	+11%	+$882K	0.09%	121
2018 Q2	$8.12M	Buy	1,657,889 +454,933	+38%	+$2.16M	0.09%	122
2018 Q1	$5.14M	Buy	1,202,956 +112,058	+10%	+$530K	0.06%	142
2017 Q4	$5.32M	Sell	1,090,898 -4,619	-0.4%	-$21.5K	0.06%	144
2017 Q3	$4.76M	Buy	1,095,517 +1,520	+0.1%	+$6.64K	0.06%	151
2017 Q2	$4.87M	Sell	1,093,997 -389,875	-26%	-$1.65M	0.06%	149
2017 Q1	$6.16M	Sell	1,483,872 -171,454	-10%	-$730K	0.07%	134
2016 Q4	$6.84M	Buy	1,655,326 +933,589	+129%	+$4.55M	0.08%	130
2016 Q3	$4.3M	Buy	+721,737	New	+$3.64M	0.05%	153

Other funds holding ASPN

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return

Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

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

Cowen Prime Advisors New York $290M AUM 57.8% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Russell Investments Group

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return