Montag & Associates’s Avanos Medical AVNS Stock Holding History

Montag & Associates’s Portfolio AVNS Stock Details AVNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-10,274	Closed	-$588K	–	320
2018 Q2	$588K	Buy	10,274 +37	+0.4%	+$1.96K	0.06%	200
2018 Q1	$472K	Buy	10,237 +237	+2%	+$11.3K	0.05%	211
2017 Q4	$462K	Hold	10,000	–	–	0.04%	217
2017 Q3	$450K	Hold	10,000	–	–	0.05%	198
2017 Q2	$393K	Hold	10,000	–	–	0.04%	197
2017 Q1	$381K	Hold	10,000	–	–	0.04%	195
2016 Q4	$370K	Hold	10,000	–	–	0.04%	194
2016 Q3	$347K	Hold	10,000	–	–	0.04%	201
2016 Q2	$325K	Hold	10,000	–	–	0.04%	202
2016 Q1	$287K	Hold	10,000	–	–	0.04%	207
2015 Q4	$334K	Hold	10,000	–	–	0.05%	187
2015 Q3	$284K	Buy	+10,000	New	+$349K	0.04%	203

Other funds holding AVNS

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Dimensional Fund Advisors

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

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

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return