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Essex Investment Management’s Artivion AORT Stock Holding History

Essex Investment Management’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
Q4 		– Sell
-68,210
Closed -$1.03M – 320
2023
Q3 		$1.03M Buy
+68,210
New +$1.1M 0.17% 196
2017
Q4 		– Sell
-91,641
Closed -$2.08M – 359
2017
Q3 		$2.08M Sell
91,641
-26,208
-22% -$528K 0.28% 111
2017
Q2 		$2.35M Buy
117,849
+21,206
+22% +$380K 0.34% 93
2017
Q1 		$1.61M Buy
96,643
+10,904
+13% +$193K 0.25% 112
2016
Q4 		$1.64M Buy
85,739
+25,138
+41% +$458K 0.27% 101
2016
Q3 		$1.06M Sell
60,601
-17,360
-22% -$263K 0.17% 151
2016
Q2 		$921K Buy
+77,961
New +$920K 0.15% 152

Other funds holding AORT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Essex Investment Management's AORT Position: Q4 2023 in Review

Essex Investment Management sold out of Artivion (AORT) in Q4 2023, closing a stake of 68,210 shares — an estimated $1.03M sold.

Essex Investment Management first reported a position in AORT in Q2 2016 and held it in 7 quarters. The position peaked at $2.35M in Q2 2017. 141 funds tracked by Wall St. Rank hold AORT as of Q4 2023.

  • Essex Investment Management reported no remaining Artivion position as of Q4 2023 after selling out during the quarter.
  • Essex Investment Management sold 68,210 Artivion shares in Q4 2023, an estimated $1.03M.
  • Essex Investment Management first reported a position in Artivion in Q2 2016 and held it in 7 quarters.
  • Essex Investment Management's Artivion position peaked at $2.35M in Q2 2017.
  • 141 funds tracked by Wall St. Rank held Artivion as of Q4 2023.

Based on Essex Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.