BGIM
ARIS

Brandywine Global Investment Management’s Aris Water Solutions ARIS Stock Holding History

Brandywine Global Investment Management’s Portfolio ARIS Stock Details ARIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-235,200
Closed -$2.35M – 688
2023
Q3 		$2.35M Buy
235,200
+4,600
+2% +$49K 0.02% 528
2023
Q2 		$2.38M Sell
230,600
-1,100
-0.5% -$9.51K 0.02% 520
2023
Q1 		$1.8M Buy
+231,700
New +$2.99M 0.01% 562

Other funds holding ARIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Brandywine Global Investment Management's ARIS Position: Q4 2023 in Review

Brandywine Global Investment Management sold out of Aris Water Solutions (ARIS) in Q4 2023, closing a stake of 235,200 shares — an estimated $2.35M sold.

Brandywine Global Investment Management first reported a position in ARIS in Q1 2023 and held it in 3 quarters. The position peaked at $2.38M in Q2 2023. 127 funds tracked by Wall St. Rank hold ARIS as of Q4 2023.

  • Brandywine Global Investment Management reported no remaining Aris Water Solutions position as of Q4 2023 after selling out during the quarter.
  • Brandywine Global Investment Management sold 235,200 Aris Water Solutions shares in Q4 2023, an estimated $2.35M.
  • Brandywine Global Investment Management first reported a position in Aris Water Solutions in Q1 2023 and held it in 3 quarters.
  • Brandywine Global Investment Management's Aris Water Solutions position peaked at $2.38M in Q2 2023.
  • 127 funds tracked by Wall St. Rank held Aris Water Solutions as of Q4 2023.

Based on Brandywine Global Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.