McAdam LLC’s Aspen Aerogels ASPN Stock Holding History

McAdam LLC’s Portfolio ASPN Stock Details ASPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,123	Closed	-$191K	–	304
2023 Q4	$191K	Buy	+12,123	New	+$125K	0.01%	268

Other funds holding ASPN

KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

OCMI

Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

McAdam LLC's ASPN Position: Q1 2024 in Review

McAdam LLC sold out of Aspen Aerogels (ASPN) in Q1 2024, closing a stake of 12,123 shares — an estimated $191K sold.

McAdam LLC first reported a position in ASPN in Q4 2023 and held it in 1 quarter. The position peaked at $191K in Q4 2023. 167 funds tracked by Wall St. Rank hold ASPN as of Q1 2024.

McAdam LLC reported no remaining Aspen Aerogels position as of Q1 2024 after selling out during the quarter.
McAdam LLC sold 12,123 Aspen Aerogels shares in Q1 2024, an estimated $191K.
McAdam LLC first reported a position in Aspen Aerogels in Q4 2023 and held it in 1 quarter.
McAdam LLC's Aspen Aerogels position peaked at $191K in Q4 2023.
167 funds tracked by Wall St. Rank held Aspen Aerogels as of Q1 2024.

Based on McAdam LLC's 13F filing for Q1 2024, filed 23 Apr 2024.