Marshall Wace

Marshall Wace’s Artivion AORT Stock Holding History

Marshall Wace’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
2026 Q1	$2.05M	Buy	56,009 +51,217	+1,069%	+$2.02M	﹤0.01%	1770
2025 Q4	$219K	Sell	4,792 -23,734	-83%	-$1.06M	﹤0.01%	2565
2025 Q3	$1.21M	Sell	28,526 -3,000	-10%	-$113K	﹤0.01%	1863
2025 Q2	$980K	Buy	31,526 +13,698	+77%	+$371K	﹤0.01%	1861
2025 Q1	$438K	Buy	+17,828	New	+$495K	﹤0.01%	2130
2024 Q3	–	Sell	-14,277	Closed	-$366K	–	2472
2024 Q2	$366K	Buy	+14,277	New	+$320K	﹤0.01%	2080
2023 Q2	–	Sell	-40,955	Closed	-$537K	–	2444
2023 Q1	$537K	Buy	+40,955	New	+$523K	﹤0.01%	2072
2022 Q3	–	Sell	-11,108	Closed	-$210K	–	3316
2022 Q2	$210K	Buy	+11,108	New	+$214K	﹤0.01%	3155
2022 Q1	–	Sell	-2,102	Closed	-$43K	–	3321
2021 Q4	$43K	Buy	+2,102	New	+$42.4K	﹤0.01%	3592
2021 Q1	–	Sell	-95,837	Closed	-$2.26M	–	2445
2020 Q4	$2.26M	Sell	95,837 -60,144	-39%	-$1.22M	0.01%	899
2020 Q3	$2.88M	Buy	+155,981	New	+$2.98M	0.02%	703
2019 Q4	–	Sell	-4,521	Closed	-$123K	–	1671
2019 Q3	$123K	Sell	4,521 -65,580	-94%	-$1.86M	﹤0.01%	1368
2019 Q2	$2.1M	Buy	+70,101	New	+$2.08M	0.02%	754

Other funds holding AORT

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Perceptive Advisors New York $5.06B AUM 314.02% 1-Year Est. Return

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return