Janney Montgomery Scott’s Artivion AORT Stock Holding History

Janney Montgomery Scott’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 Q1	–	Sell	-24,000	Closed	-$291K	–	2502
2022 Q4	$291K	Sell	24,000 -14,500	-38%	-$174K	﹤0.01%	2151
2022 Q3	$533K	Sell	38,500 -500	-1%	-$10.1K	﹤0.01%	1664
2022 Q2	$727K	Hold	39,000	–	–	﹤0.01%	1403
2022 Q1	$834K	Hold	39,000	–	–	﹤0.01%	1354
2021 Q4	$794K	Hold	39,000	–	–	﹤0.01%	1464
2021 Q3	$869K	Buy	39,000 +1,500	+4%	+$38.6K	﹤0.01%	1355
2021 Q2	$1.06M	Hold	37,500	–	–	﹤0.01%	1238
2021 Q1	$847K	Hold	37,500	–	–	﹤0.01%	1282
2020 Q4	$885K	Sell	37,500 -1,500	-4%	-$30.4K	﹤0.01%	1238
2020 Q3	$720K	Hold	39,000	–	–	﹤0.01%	1246
2020 Q2	$748K	Hold	39,000	–	–	﹤0.01%	1186
2020 Q1	$660K	Hold	39,000	–	–	0.01%	1102
2019 Q4	$1.06M	Sell	39,000 -8	-0%	-$197	0.01%	1055
2019 Q3	$1.06M	Buy	39,008 +8	+0%	+$227	0.01%	1011
2019 Q2	$1.17M	Hold	39,000	–	–	0.01%	972
2019 Q1	$1.14M	Sell	39,000 -50,000	-56%	-$1.43M	0.01%	957
2018 Q4	$2.53M	Hold	89,000	–	–	0.02%	557
2018 Q3	$3.13M	Buy	89,000 +17,000	+24%	+$548K	0.03%	553
2018 Q2	$2M	Sell	72,000 -9,500	-12%	-$240K	0.02%	675
2018 Q1	$1.63M	Hold	81,500	–	–	0.02%	749
2017 Q4	$1.56M	Buy	81,500 +21,000	+35%	+$420K	0.02%	757
2017 Q3	$1.37M	Buy	60,500 +50,500	+505%	+$1.02M	0.02%	780
2017 Q2	$200K	Hold	10,000	–	–	﹤0.01%	1624
2017 Q1	$166K	Sell	10,000 -300	-3%	-$5.3K	﹤0.01%	1647
2016 Q4	$197K	Sell	10,300 -6,141	-37%	-$112K	﹤0.01%	1548
2016 Q3	$289K	Sell	16,441 -18,217	-53%	-$275K	0.01%	1201
2016 Q2	$410K	Buy	34,658 +22,658	+189%	+$267K	0.01%	574
2016 Q1	$129K	Hold	12,000	–	–	﹤0.01%	1203
2015 Q4	$129K	Hold	12,000	–	–	﹤0.01%	1294
2015 Q3	$117K	Hold	12,000	–	–	﹤0.01%	1327
2015 Q2	$135K	Hold	12,000	–	–	﹤0.01%	1907
2015 Q1	$124K	Hold	12,000	–	–	﹤0.01%	2255
2014 Q4	$136K	Hold	12,000	–	–	﹤0.01%	2138
2014 Q3	$118K	Hold	12,000	–	–	﹤0.01%	2145
2014 Q2	$107K	Hold	12,000	–	–	﹤0.01%	2119
2014 Q1	$120K	Buy	12,000 +2,000	+20%	+$20.5K	﹤0.01%	1916
2013 Q4	$111K	Sell	10,000 -500	-5%	-$4.71K	﹤0.01%	1897
2013 Q3	$73.5K	Hold	10,500	–	–	﹤0.01%	1835
2013 Q2	$65.7K	Buy	+10,500	New	+$64.1K	0.01%	752

Other funds holding AORT

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Janney Montgomery Scott's AORT Position: Q1 2023 in Review

Janney Montgomery Scott sold out of Artivion (AORT) in Q1 2023, closing a stake of 24,000 shares — an estimated $291K sold.

Janney Montgomery Scott first reported a position in AORT in Q2 2013 and held it in 39 quarters. The position peaked at $3.13M in Q3 2018. 135 funds tracked by Wall St. Rank hold AORT as of Q1 2023.

Janney Montgomery Scott reported no remaining Artivion position as of Q1 2023 after selling out during the quarter.
Janney Montgomery Scott sold 24,000 Artivion shares in Q1 2023, an estimated $291K.
Janney Montgomery Scott first reported a position in Artivion in Q2 2013 and held it in 39 quarters.
Janney Montgomery Scott's Artivion position peaked at $3.13M in Q3 2018.
135 funds tracked by Wall St. Rank held Artivion as of Q1 2023.

Based on Janney Montgomery Scott's 13F filing for Q1 2023, filed 28 Apr 2023.