Janney Montgomery Scott

Janney Montgomery Scott’s Avantor AVTR Stock Holding History

Janney Montgomery Scott’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	-12,911	Closed	-$161K	–	2917
2025 Q3	$161K	Sell	12,911 -192	-1%	-$2.47K	﹤0.01%	2766
2025 Q2	$176K	Buy	+13,103	New	+$179K	﹤0.01%	2590
2022 Q3	–	Sell	-7,328	Closed	-$232K	–	2498
2022 Q2	$232K	Sell	7,328 -449	-6%	-$14K	﹤0.01%	2059
2022 Q1	$263K	Sell	7,777 -7,214	-48%	-$257K	﹤0.01%	1956
2021 Q4	$632K	Buy	14,991 +7,489	+100%	+$295K	﹤0.01%	1581
2021 Q3	$307K	Buy	7,502 +992	+15%	+$38.8K	﹤0.01%	1941
2021 Q2	$231K	Buy	+6,510	New	+$211K	﹤0.01%	2061
2020 Q4	–	Sell	-9,100	Closed	-$205K	–	2221
2020 Q3	$205K	Buy	+9,100	New	+$189K	﹤0.01%	1906

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