Aspen Investment Management’s Revvity RVTY Stock Holding History

Aspen Investment Management’s Portfolio RVTY Stock Details RVTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,708	Closed	-$916K	–	146
2023 Q2	$916K	Hold	7,708	–	–	0.54%	60
2023 Q1	$1.03M	Sell	7,708 -375	-5%	-$49.4K	0.66%	47
2022 Q4	$1.13M	Sell	8,083 -25	-0.3%	-$3.36K	0.74%	42
2022 Q3	$976K	Buy	8,108 +1	+0%	+$141	0.65%	50
2022 Q2	$1.15M	Sell	8,107 -3,304	-29%	-$495K	0.72%	47
2022 Q1	$1.99M	Sell	11,411 -92	-0.8%	-$16.3K	1.04%	27
2021 Q4	$2.31M	Buy	11,503 +1,799	+19%	+$325K	1.14%	26
2021 Q3	$1.68M	Buy	9,704 +2,199	+29%	+$387K	0.89%	33
2021 Q2	$1.16M	Buy	7,505 +145	+2%	+$20.4K	0.61%	54
2021 Q1	$944K	Sell	7,360 -2,779	-27%	-$385K	0.53%	69
2020 Q4	$1.46M	Buy	10,139 +792	+8%	+$105K	0.86%	39
2020 Q3	$1.17M	Buy	+9,347	New	+$1.07M	0.78%	40

Other funds holding RVTY

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Aspen Investment Management's RVTY Position: Q3 2023 in Review

Aspen Investment Management sold out of Revvity (RVTY) in Q3 2023, closing a stake of 7,708 shares — an estimated $916K sold.

Aspen Investment Management first reported a position in RVTY in Q3 2020 and held it in 12 quarters. The position peaked at $2.31M in Q4 2021. 504 funds tracked by Wall St. Rank hold RVTY as of Q3 2023.

Aspen Investment Management reported no remaining Revvity position as of Q3 2023 after selling out during the quarter.
Aspen Investment Management sold 7,708 Revvity shares in Q3 2023, an estimated $916K.
Aspen Investment Management first reported a position in Revvity in Q3 2020 and held it in 12 quarters.
Aspen Investment Management's Revvity position peaked at $2.31M in Q4 2021.
504 funds tracked by Wall St. Rank held Revvity as of Q3 2023.

Based on Aspen Investment Management's 13F filing for Q3 2023, filed 1 Nov 2023.