Harbor Investment Advisory’s Artivion AORT Stock Holding History

Harbor Investment Advisory’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	-2,538	Closed	-$43.6K	–	1194
2023 Q2	$43.6K	Buy	2,538 +389	+18%	+$5.73K	0.01%	751
2023 Q1	$28.2K	Hold	2,149	–	–	﹤0.01%	837
2022 Q4	$26K	Hold	2,149	–	–	﹤0.01%	849
2022 Q3	$30K	Buy	2,149 +272	+14%	+$5.48K	﹤0.01%	812
2022 Q2	$35K	Hold	1,877	–	–	0.01%	787
2022 Q1	$40K	Hold	1,877	–	–	0.01%	798
2021 Q4	$38K	Hold	1,877	–	–	﹤0.01%	811
2021 Q3	$42K	Hold	1,877	–	–	0.01%	776
2021 Q2	$53K	Hold	1,877	–	–	0.01%	688
2021 Q1	$42K	Hold	1,877	–	–	0.01%	716
2020 Q4	$44K	Buy	1,877 +564	+43%	+$11.4K	0.01%	653
2020 Q3	$24K	Buy	1,313 +685	+109%	+$13.1K	﹤0.01%	687
2020 Q2	$12K	Hold	628	–	–	﹤0.01%	741
2020 Q1	$11K	Buy	+628	New	+$16.1K	﹤0.01%	711

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

Harbor Investment Advisory's AORT Position: Q3 2023 in Review

Harbor Investment Advisory sold out of Artivion (AORT) in Q3 2023, closing a stake of 2,538 shares — an estimated $43.6K sold.

Harbor Investment Advisory first reported a position in AORT in Q1 2020 and held it in 14 quarters. The position peaked at $53K in Q2 2021. 142 funds tracked by Wall St. Rank hold AORT as of Q3 2023.

Harbor Investment Advisory reported no remaining Artivion position as of Q3 2023 after selling out during the quarter.
Harbor Investment Advisory sold 2,538 Artivion shares in Q3 2023, an estimated $43.6K.
Harbor Investment Advisory first reported a position in Artivion in Q1 2020 and held it in 14 quarters.
Harbor Investment Advisory's Artivion position peaked at $53K in Q2 2021.
142 funds tracked by Wall St. Rank held Artivion as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.