Berman Capital Advisors’s Artivion AORT Stock Holding History

Berman Capital Advisors’s Portfolio AORT Stock Details AORT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-92	Closed	-$1K	–	1657
2020 Q3	$1K	Buy	+92	New	+$1.76K	﹤0.01%	1398

Other funds holding AORT

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JIC

Juniper Investment Company New York $313M AUM 79.58% 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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Berman Capital Advisors's AORT Position: Q4 2020 in Review

Berman Capital Advisors sold out of Artivion (AORT) in Q4 2020, closing a stake of 92 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in AORT in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 129 funds tracked by Wall St. Rank hold AORT as of Q4 2020.

Berman Capital Advisors reported no remaining Artivion position as of Q4 2020 after selling out during the quarter.
Berman Capital Advisors sold 92 Artivion shares in Q4 2020, an estimated $1K.
Berman Capital Advisors first reported a position in Artivion in Q3 2020 and held it in 1 quarter.
Berman Capital Advisors's Artivion position peaked at $1K in Q3 2020.
129 funds tracked by Wall St. Rank held Artivion as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.