Cerity Partners
AOMR

Cerity Partners’s Angel Oak Mortgage REIT AOMR Stock Holding History

Cerity Partners’s Portfolio AOMR Stock Details AOMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-17,921
Closed -$131K – 1651
2023
Q1 		$131K Hold
17,921
– – ﹤0.01% 1756
2022
Q4 		$84.8K Hold
17,921
– – ﹤0.01% 1418
2022
Q3 		$215K Hold
17,921
– – ﹤0.01% 1029
2022
Q2 		$232K Buy
+17,921
New +$265K ﹤0.01% 1021

Other funds holding AOMR

DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners's AOMR Position: Q2 2023 in Review

Cerity Partners sold out of Angel Oak Mortgage REIT (AOMR) in Q2 2023, closing a stake of 17,921 shares — an estimated $131K sold.

Cerity Partners first reported a position in AOMR in Q2 2022 and held it in 4 quarters. The position peaked at $232K in Q2 2022. 46 funds tracked by Wall St. Rank hold AOMR as of Q2 2023.

  • Cerity Partners reported no remaining Angel Oak Mortgage REIT position as of Q2 2023 after selling out during the quarter.
  • Cerity Partners sold 17,921 Angel Oak Mortgage REIT shares in Q2 2023, an estimated $131K.
  • Cerity Partners first reported a position in Angel Oak Mortgage REIT in Q2 2022 and held it in 4 quarters.
  • Cerity Partners's Angel Oak Mortgage REIT position peaked at $232K in Q2 2022.
  • 46 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.