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O'Shaughnessy Asset Management’s Arm ARM Stock Holding History

O'Shaughnessy Asset Management’s Portfolio ARM Stock Details ARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$326K Buy
2,157
+273
+14% +$33.1K ﹤0.01% 1740
2025
Q4 		$206K Buy
1,884
+20
+1% +$2.91K ﹤0.01% 1974
2025
Q3 		$264K Buy
1,864
+36
+2% +$5.24K ﹤0.01% 1816
2025
Q2 		$296K Sell
1,828
-132
-7% -$16.4K ﹤0.01% 1637
2025
Q1 		$209K Buy
+1,960
New +$273K ﹤0.01% 1763
2024
Q4 		– Sell
-1,531
Closed -$248K – 2202
2024
Q3 		$248K Buy
+1,531
New +$218K ﹤0.01% 1567

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Schroder Investment Management Group
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Invesco
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Fidelity Investments
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VanEck Associates
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SGA
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AI
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ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return