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Barton Investment Management’s Antero Midstream AM Stock Holding History

Barton Investment Management’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
2024
Q1 		– Sell
-358,193
Closed -$4.49M – 47
2023
Q4 		$4.49M Buy
+358,193
New +$4.52M 0.59% 18

Other funds holding AM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barton Investment Management's AM Position: Q1 2024 in Review

Barton Investment Management sold out of Antero Midstream (AM) in Q1 2024, closing a stake of 358,193 shares — an estimated $4.49M sold.

Barton Investment Management first reported a position in AM in Q4 2023 and held it in 1 quarter. The position peaked at $4.49M in Q4 2023. 399 funds tracked by Wall St. Rank hold AM as of Q1 2024.

  • Barton Investment Management reported no remaining Antero Midstream position as of Q1 2024 after selling out during the quarter.
  • Barton Investment Management sold 358,193 Antero Midstream shares in Q1 2024, an estimated $4.49M.
  • Barton Investment Management first reported a position in Antero Midstream in Q4 2023 and held it in 1 quarter.
  • Barton Investment Management's Antero Midstream position peaked at $4.49M in Q4 2023.
  • 399 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2024.

Based on Barton Investment Management's 13F filing for Q1 2024, filed 26 Apr 2024.