Harvey Capital Management’s Aterian ATER Stock Holding History

Harvey Capital Management’s Portfolio ATER Stock Details ATER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,250	Closed	-$5.23K	–	78
2023 Q4	$5.23K	Hold	1,250	–	–	﹤0.01%	72
2023 Q3	$4.91K	Hold	1,250	–	–	﹤0.01%	72
2023 Q2	$6.9K	Hold	1,250	–	–	﹤0.01%	79
2023 Q1	$12.9K	Hold	1,250	–	–	0.01%	79
2022 Q4	$11.6K	Hold	1,250	–	–	﹤0.01%	79
2022 Q3	$18K	Hold	1,250	–	–	0.01%	76
2022 Q2	$32K	Buy	+1,250	New	+$55.2K	0.01%	75

Other funds holding ATER

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Harvey Capital Management's ATER Position: Q1 2024 in Review

Harvey Capital Management sold out of Aterian (ATER) in Q1 2024, closing a stake of 1,250 shares — an estimated $5.23K sold.

Harvey Capital Management first reported a position in ATER in Q2 2022 and held it in 7 quarters. The position peaked at $32K in Q2 2022. 26 funds tracked by Wall St. Rank hold ATER as of Q1 2024.

Harvey Capital Management reported no remaining Aterian position as of Q1 2024 after selling out during the quarter.
Harvey Capital Management sold 1,250 Aterian shares in Q1 2024, an estimated $5.23K.
Harvey Capital Management first reported a position in Aterian in Q2 2022 and held it in 7 quarters.
Harvey Capital Management's Aterian position peaked at $32K in Q2 2022.
26 funds tracked by Wall St. Rank held Aterian as of Q1 2024.

Based on Harvey Capital Management's 13F filing for Q1 2024, filed 10 May 2024.