HM Payson & Co’s Avantor AVTR Stock Holding History

HM Payson & Co’s Portfolio AVTR Stock Details AVTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-185	Closed	-$2.31K	–	1149
2025 Q3	$2.31K	Buy	+185	New	+$2.38K	﹤0.01%	1001
2024 Q1	–	Sell	-202	Closed	-$4.61K	–	964
2023 Q4	$4.61K	Buy	202 +10	+5%	+$205	﹤0.01%	870
2023 Q3	$4.05K	Hold	192	–	–	﹤0.01%	886
2023 Q2	$3.94K	Sell	192 -64	-25%	-$1.29K	﹤0.01%	870
2023 Q1	$5.41K	Buy	256 +64	+33%	+$1.46K	﹤0.01%	852
2022 Q4	$4.05K	Hold	192	–	–	﹤0.01%	816
2022 Q3	$4K	Hold	192	–	–	﹤0.01%	864
2022 Q2	$6K	Hold	192	–	–	﹤0.01%	866
2022 Q1	$6K	Hold	192	–	–	﹤0.01%	880
2021 Q4	$8K	Buy	192 +7	+4%	+$276	﹤0.01%	889
2021 Q3	$8K	Hold	185	–	–	﹤0.01%	851
2021 Q2	$7K	Buy	185 +20	+12%	+$647	﹤0.01%	850
2021 Q1	$5K	Buy	165 +5	+3%	+$144	﹤0.01%	937
2020 Q4	$5K	Buy	+160	New	+$4.12K	﹤0.01%	921

Other funds holding AVTR

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return