Aspiriant LLC’s Bridger Aerospace BAER Stock Holding History

Aspiriant LLC’s Portfolio BAER Stock Details BAER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-65,237	Closed	-$145K	–	291
2024 Q3	$145K	Buy	+65,237	New	+$192K	0.01%	287

Other funds holding BAER

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MCCA

Mill Creek Capital Advisors Conshohocken, Pennsylvania $4.87B AUM 17.69% 1-Year Est. Return

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

Aspiriant LLC's BAER Position: Q4 2024 in Review

Aspiriant LLC sold out of Bridger Aerospace (BAER) in Q4 2024, closing a stake of 65,237 shares — an estimated $145K sold.

Aspiriant LLC first reported a position in BAER in Q3 2024 and held it in 1 quarter. The position peaked at $145K in Q3 2024. 54 funds tracked by Wall St. Rank hold BAER as of Q4 2024.

Aspiriant LLC reported no remaining Bridger Aerospace position as of Q4 2024 after selling out during the quarter.
Aspiriant LLC sold 65,237 Bridger Aerospace shares in Q4 2024, an estimated $145K.
Aspiriant LLC first reported a position in Bridger Aerospace in Q3 2024 and held it in 1 quarter.
Aspiriant LLC's Bridger Aerospace position peaked at $145K in Q3 2024.
54 funds tracked by Wall St. Rank held Bridger Aerospace as of Q4 2024.

Based on Aspiriant LLC's 13F filing for Q4 2024, filed 16 Jan 2025.