Bartlett & Co’s Antero Midstream AM Stock Holding History

Bartlett & Co’s Portfolio AM Stock Details AM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$14K	Hold	1,100	–	–	﹤0.01%	941
2023 Q3	$13K	Buy	+1,100	New	+$13K	﹤0.01%	891

Other funds holding AM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Bartlett & Co's AM Position: Q4 2023 in Review

Bartlett & Co held its Antero Midstream (AM) position steady in Q4 2023 at 1,100 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Bartlett & Co first reported a position in AM in Q3 2023 and has held it in 2 quarters since. 395 funds tracked by Wall St. Rank hold AM as of Q4 2023.

Bartlett & Co held 1,100 shares of Antero Midstream worth $14K as of Q4 2023.
Bartlett & Co left its Antero Midstream share count unchanged in Q4 2023.
Antero Midstream made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #941 holding.
Bartlett & Co first reported a position in Antero Midstream in Q3 2023 and has held it in 2 quarters since.
395 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.