Ergoteles’s Artivion AORT Stock Holding History

Ergoteles’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
2023 Q3	–	Sell	-15,310	Closed	-$263K	–	84
2023 Q2	$263K	Sell	15,310 -20,390	-57%	-$300K	0.01%	798
2023 Q1	$468K	Buy	+35,700	New	+$456K	0.02%	759

Other funds holding AORT

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JIC

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Ergoteles's AORT Position: Q3 2023 in Review

Ergoteles sold out of Artivion (AORT) in Q3 2023, closing a stake of 15,310 shares — an estimated $263K sold.

Ergoteles first reported a position in AORT in Q1 2023 and held it in 2 quarters. The position peaked at $468K in Q1 2023. 142 funds tracked by Wall St. Rank hold AORT as of Q3 2023.

Ergoteles reported no remaining Artivion position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 15,310 Artivion shares in Q3 2023, an estimated $263K.
Ergoteles first reported a position in Artivion in Q1 2023 and held it in 2 quarters.
Ergoteles's Artivion position peaked at $468K in Q1 2023.
142 funds tracked by Wall St. Rank held Artivion as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.