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NewFocus Financial Group’s Artivion AORT Stock Holding History

NewFocus Financial Group’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
2018
Q4 		– Sell
-7,836
Closed -$276K – 85
2018
Q3 		$276K Hold
7,836
– – 0.15% 68
2018
Q2 		$218K Buy
+7,836
New +$198K 0.13% 69

Other funds holding AORT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NewFocus Financial Group's AORT Position: Q4 2018 in Review

NewFocus Financial Group sold out of Artivion (AORT) in Q4 2018, closing a stake of 7,836 shares — an estimated $276K sold.

NewFocus Financial Group first reported a position in AORT in Q2 2018 and held it in 2 quarters. The position peaked at $276K in Q3 2018. 144 funds tracked by Wall St. Rank hold AORT as of Q4 2018.

  • NewFocus Financial Group reported no remaining Artivion position as of Q4 2018 after selling out during the quarter.
  • NewFocus Financial Group sold 7,836 Artivion shares in Q4 2018, an estimated $276K.
  • NewFocus Financial Group first reported a position in Artivion in Q2 2018 and held it in 2 quarters.
  • NewFocus Financial Group's Artivion position peaked at $276K in Q3 2018.
  • 144 funds tracked by Wall St. Rank held Artivion as of Q4 2018.

Based on NewFocus Financial Group's 13F filing for Q4 2018, filed 28 Jan 2019.