Lloyd Advisory Services’s Artivion AORT Stock Holding History

Lloyd Advisory Services’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
2022 Q2	–	Sell	-1,000	Closed	-$21K	–	94
2022 Q1	$21K	Hold	1,000	–	–	0.01%	342
2021 Q4	$20K	Hold	1,000	–	–	0.01%	287
2021 Q3	$22K	Hold	1,000	–	–	0.01%	238
2021 Q2	$28K	Hold	1,000	–	–	0.01%	215
2021 Q1	$23K	Hold	1,000	–	–	0.01%	208
2020 Q4	$24K	Hold	1,000	–	–	0.01%	167
2020 Q3	$18K	Hold	1,000	–	–	0.01%	162
2020 Q2	$19K	Hold	1,000	–	–	0.01%	161
2020 Q1	$17K	Hold	1,000	–	–	0.01%	151
2019 Q4	$27K	Buy	+1,000	New	+$24.6K	0.02%	172

Other funds holding AORT

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

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

GKIM

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

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

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Lloyd Advisory Services's AORT Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Artivion (AORT) in Q2 2022, closing a stake of 1,000 shares — an estimated $21K sold.

Lloyd Advisory Services first reported a position in AORT in Q4 2019 and held it in 10 quarters. The position peaked at $28K in Q2 2021. 136 funds tracked by Wall St. Rank hold AORT as of Q2 2022.

Lloyd Advisory Services reported no remaining Artivion position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 1,000 Artivion shares in Q2 2022, an estimated $21K.
Lloyd Advisory Services first reported a position in Artivion in Q4 2019 and held it in 10 quarters.
Lloyd Advisory Services's Artivion position peaked at $28K in Q2 2021.
136 funds tracked by Wall St. Rank held Artivion as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.