EWM
AJRD

Evermay Wealth Management’s Aerojet Rocketdyne Holdings AJRD Stock Holding History

Evermay Wealth Management’s Portfolio AJRD Stock Details AJRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50
Closed -$2.8K – 589
2022
Q4 		$2.8K Hold
50
– – ﹤0.01% 482
2022
Q3 		$2K Buy
+50
New +$2.12K ﹤0.01% 484
2021
Q4 		– Sell
-50
Closed -$2K – 539
2021
Q3 		$2K Hold
50
– – ﹤0.01% 437
2021
Q2 		$2K Buy
+50
New +$2.4K ﹤0.01% 487

Other funds holding AJRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SPH
Steel Partners Holdings New York $96.4M AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evermay Wealth Management's AJRD Position: Q1 2023 in Review

Evermay Wealth Management sold out of Aerojet Rocketdyne Holdings (AJRD) in Q1 2023, closing a stake of 50 shares — an estimated $2.8K sold.

Evermay Wealth Management first reported a position in AJRD in Q2 2021 and held it in 4 quarters. The position peaked at $2.8K in Q4 2022. 282 funds tracked by Wall St. Rank hold AJRD as of Q1 2023.

  • Evermay Wealth Management reported no remaining Aerojet Rocketdyne Holdings position as of Q1 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 50 Aerojet Rocketdyne Holdings shares in Q1 2023, an estimated $2.8K.
  • Evermay Wealth Management first reported a position in Aerojet Rocketdyne Holdings in Q2 2021 and held it in 4 quarters.
  • Evermay Wealth Management's Aerojet Rocketdyne Holdings position peaked at $2.8K in Q4 2022.
  • 282 funds tracked by Wall St. Rank held Aerojet Rocketdyne Holdings as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.