Morningstar Investment Management’s Antero Midstream AM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$390K Hold
20,562
0.03% 137
2025
Q1
$370K Sell
20,562
-24,131
-54% -$434K 0.03% 65
2024
Q4
$674K Sell
44,693
-24,703
-36% -$373K 0.05% 106
2024
Q3
$1.08M Sell
69,396
-5,733
-8% -$89.2K 0.11% 82
2024
Q2
$1.11M Sell
75,129
-13,406
-15% -$198K 0.12% 75
2024
Q1
$1.25M Hold
88,535
0.14% 72
2023
Q4
$1.11M Hold
88,535
0.13% 75
2023
Q3
$1.06M Hold
88,535
0.15% 55
2023
Q2
$1.03M Hold
88,535
0.14% 60
2023
Q1
$929K Sell
88,535
-57,936
-40% -$608K 0.14% 42
2022
Q4
$1.58M Sell
146,471
-10,523
-7% -$114K 0.27% 38
2022
Q3
$1.44M Buy
156,994
+16,643
+12% +$153K 0.27% 38
2022
Q2
$1.27M Sell
140,351
-36,977
-21% -$335K 0.24% 39
2022
Q1
$1.93M Sell
177,328
-40,553
-19% -$441K 0.36% 38
2021
Q4
$2.11M Sell
217,881
-13,593
-6% -$132K 0.32% 42
2021
Q3
$2.47M Sell
231,474
-19,400
-8% -$207K 0.41% 35
2021
Q2
$2.61M Buy
+250,874
New +$2.61M 0.29% 39