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MAI Capital Management’s Artesian Resources ARTNA Stock Holding History

MAI Capital Management’s Portfolio ARTNA Stock Details ARTNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-225
Closed -$7.12K – 3448
2024
Q4 		$7.12K Buy
+225
New +$7.71K ﹤0.01% 2647

Other funds holding ARTNA

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Costello Asset Management Feasterville, Pennsylvania $289M AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

MAI Capital Management's ARTNA Position: Q1 2025 in Review

MAI Capital Management sold out of Artesian Resources (ARTNA) in Q1 2025, closing a stake of 225 shares — an estimated $7.12K sold.

MAI Capital Management first reported a position in ARTNA in Q4 2024 and held it in 1 quarter. The position peaked at $7.12K in Q4 2024. 106 funds tracked by Wall St. Rank hold ARTNA as of Q1 2025.

  • MAI Capital Management reported no remaining Artesian Resources position as of Q1 2025 after selling out during the quarter.
  • MAI Capital Management sold 225 Artesian Resources shares in Q1 2025, an estimated $7.12K.
  • MAI Capital Management first reported a position in Artesian Resources in Q4 2024 and held it in 1 quarter.
  • MAI Capital Management's Artesian Resources position peaked at $7.12K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held Artesian Resources as of Q1 2025.

Based on MAI Capital Management's 13F filing for Q1 2025, filed 15 May 2025.