MSU
AERT

Mizuho Securities USA’s Aeries Technology AERT Stock Holding History

Mizuho Securities USA’s Portfolio AERT Stock Details AERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-40,550
Closed -$3.37M – 195
2023
Q3 		$3.37M Sell
40,550
-25
-0.1% -$2.1K 0.1% 80
2023
Q2 		$3.34M Sell
40,575
-12,610
-24% -$1.04M 0.11% 76
2023
Q1 		$4.38M Buy
+53,185
New +$4.37M 0.25% 45

Other funds holding AERT

SIM
Sandia Investment Management Boston, Massachusetts $40.1M AUM 13.88% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.7% 1-Year Est. Return
SOA
Sea Otter Advisors Miami, Florida $1.78M AUM 2.28% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.36B AUM 20.06% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return
SRCM
Sage Rock Capital Management New York $22.3M AUM 4.09% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
CCM
CAAS Capital Management New York $934M AUM 1.45% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Mizuho Securities USA's AERT Position: Q4 2023 in Review

Mizuho Securities USA sold out of Aeries Technology (AERT) in Q4 2023, closing a stake of 40,550 shares — an estimated $3.37M sold.

Mizuho Securities USA first reported a position in AERT in Q1 2023 and held it in 3 quarters. The position peaked at $4.38M in Q1 2023. 12 funds tracked by Wall St. Rank hold AERT as of Q4 2023.

  • Mizuho Securities USA reported no remaining Aeries Technology position as of Q4 2023 after selling out during the quarter.
  • Mizuho Securities USA sold 40,550 Aeries Technology shares in Q4 2023, an estimated $3.37M.
  • Mizuho Securities USA first reported a position in Aeries Technology in Q1 2023 and held it in 3 quarters.
  • Mizuho Securities USA's Aeries Technology position peaked at $4.38M in Q1 2023.
  • 12 funds tracked by Wall St. Rank held Aeries Technology as of Q4 2023.

Based on Mizuho Securities USA's 13F filing for Q4 2023, filed 8 Feb 2024.