Monarch Partners Asset Management’s Artivion AORT Stock Holding History

Monarch Partners Asset Management’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
2020 Q1	–	Sell	-189,003	Closed	-$5.12M	–	159
2019 Q4	$5.12M	Sell	189,003 -68,925	-27%	-$1.69M	1.14%	33
2019 Q3	$7M	Buy	257,928 +30,190	+13%	+$855K	1.05%	42
2019 Q2	$6.82M	Buy	227,738 +117,030	+106%	+$3.47M	0.98%	47
2019 Q1	$3.23M	Sell	110,708 -22,090	-17%	-$630K	0.49%	72
2018 Q4	$3.77M	Buy	132,798 +108,558	+448%	+$3.27M	0.54%	63
2018 Q3	$853K	Sell	24,240 -78,614	-76%	-$2.53M	0.08%	130
2018 Q2	$2.86M	Buy	102,854 +67,434	+190%	+$1.7M	0.26%	108
2018 Q1	$710K	Buy	35,420 +12,690	+56%	+$243K	0.07%	151
2017 Q4	$435K	Buy	22,730 +4,530	+25%	+$90.7K	0.04%	154
2017 Q3	$413K	Buy	+18,200	New	+$367K	0.04%	164

Other funds holding AORT

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JIC

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Monarch Partners Asset Management's AORT Position: Q1 2020 in Review

Monarch Partners Asset Management sold out of Artivion (AORT) in Q1 2020, closing a stake of 189,003 shares — an estimated $5.12M sold.

Monarch Partners Asset Management first reported a position in AORT in Q3 2017 and held it in 10 quarters. The position peaked at $7M in Q3 2019. 126 funds tracked by Wall St. Rank hold AORT as of Q1 2020.

Monarch Partners Asset Management reported no remaining Artivion position as of Q1 2020 after selling out during the quarter.
Monarch Partners Asset Management sold 189,003 Artivion shares in Q1 2020, an estimated $5.12M.
Monarch Partners Asset Management first reported a position in Artivion in Q3 2017 and held it in 10 quarters.
Monarch Partners Asset Management's Artivion position peaked at $7M in Q3 2019.
126 funds tracked by Wall St. Rank held Artivion as of Q1 2020.

Based on Monarch Partners Asset Management's 13F filing for Q1 2020, filed 4 May 2020.