Mendota Financial Group’s Antero Midstream AM Stock Holding History

Mendota Financial Group’s Portfolio AM Stock Details AM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4	Closed	-$61	–	416
2024 Q3	$61	Buy	+4	New	+$58	﹤0.01%	1090

Other funds holding AM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mendota Financial Group's AM Position: Q4 2024 in Review

Mendota Financial Group sold out of Antero Midstream (AM) in Q4 2024, closing a stake of 4 shares — an estimated $61 sold.

Mendota Financial Group first reported a position in AM in Q3 2024 and held it in 1 quarter. The position peaked at $61 in Q3 2024. 433 funds tracked by Wall St. Rank hold AM as of Q4 2024.

Mendota Financial Group reported no remaining Antero Midstream position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 4 Antero Midstream shares in Q4 2024, an estimated $61.
Mendota Financial Group first reported a position in Antero Midstream in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's Antero Midstream position peaked at $61 in Q3 2024.
433 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.