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Needham Investment Management’s Artivion AORT Stock Holding History

Needham Investment 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
2021
Q2 		– Sell
-24,500
Closed -$553K – 122
2021
Q1 		$553K Sell
24,500
-61,500
-72% -$1.5M 0.08% 106
2020
Q4 		$2.03M Buy
86,000
+20,500
+31% +$416K 0.34% 64
2020
Q3 		$1.21M Buy
+65,500
New +$1.25M 0.24% 74

Other funds holding AORT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Needham Investment Management's AORT Position: Q2 2021 in Review

Needham Investment Management sold out of Artivion (AORT) in Q2 2021, closing a stake of 24,500 shares — an estimated $553K sold.

Needham Investment Management first reported a position in AORT in Q3 2020 and held it in 3 quarters. The position peaked at $2.03M in Q4 2020. 131 funds tracked by Wall St. Rank hold AORT as of Q2 2021.

  • Needham Investment Management reported no remaining Artivion position as of Q2 2021 after selling out during the quarter.
  • Needham Investment Management sold 24,500 Artivion shares in Q2 2021, an estimated $553K.
  • Needham Investment Management first reported a position in Artivion in Q3 2020 and held it in 3 quarters.
  • Needham Investment Management's Artivion position peaked at $2.03M in Q4 2020.
  • 131 funds tracked by Wall St. Rank held Artivion as of Q2 2021.

Based on Needham Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.