Petrus Trust Company’s Artivion AORT Stock Holding History

Petrus Trust Company’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
2023 Q2	–	Sell	-14,105	Closed	-$185K	–	579
2023 Q1	$185K	Hold	14,105	–	–	0.02%	487
2022 Q4	$171K	Buy	+14,105	New	+$169K	0.02%	435
2019 Q3	–	Sell	-6,832	Closed	-$204K	–	274
2019 Q2	$204K	Buy	+6,832	New	+$203K	0.04%	228

Other funds holding AORT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Petrus Trust Company's AORT Position: Q2 2023 in Review

Petrus Trust Company sold out of Artivion (AORT) in Q2 2023, closing a stake of 14,105 shares — an estimated $185K sold.

Petrus Trust Company first reported a position in AORT in Q2 2019 and held it in 3 quarters. The position peaked at $204K in Q2 2019. 126 funds tracked by Wall St. Rank hold AORT as of Q2 2023.

Petrus Trust Company reported no remaining Artivion position as of Q2 2023 after selling out during the quarter.
Petrus Trust Company sold 14,105 Artivion shares in Q2 2023, an estimated $185K.
Petrus Trust Company first reported a position in Artivion in Q2 2019 and held it in 3 quarters.
Petrus Trust Company's Artivion position peaked at $204K in Q2 2019.
126 funds tracked by Wall St. Rank held Artivion as of Q2 2023.

Based on Petrus Trust Company's 13F filing for Q2 2023, filed 14 Aug 2023.