PF
AEHR icon

Phoenix Financial’s Aehr Test Systems AEHR Stock Holding History

Phoenix Financial’s Portfolio AEHR Stock Details AEHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-29,000
Closed -$482K – 372
2024
Q4 		$482K Hold
29,000
– – 0.01% 262
2024
Q3 		$373K Sell
29,000
-28,000
-49% -$405K 0.01% 273
2024
Q2 		$637K Buy
+57,000
New +$664K 0.01% 236

Other funds holding AEHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Phoenix Financial's AEHR Position: Q1 2025 in Review

Phoenix Financial sold out of Aehr Test Systems (AEHR) in Q1 2025, closing a stake of 29,000 shares — an estimated $482K sold.

Phoenix Financial first reported a position in AEHR in Q2 2024 and held it in 3 quarters. The position peaked at $637K in Q2 2024. 115 funds tracked by Wall St. Rank hold AEHR as of Q1 2025.

  • Phoenix Financial reported no remaining Aehr Test Systems position as of Q1 2025 after selling out during the quarter.
  • Phoenix Financial sold 29,000 Aehr Test Systems shares in Q1 2025, an estimated $482K.
  • Phoenix Financial first reported a position in Aehr Test Systems in Q2 2024 and held it in 3 quarters.
  • Phoenix Financial's Aehr Test Systems position peaked at $637K in Q2 2024.
  • 115 funds tracked by Wall St. Rank held Aehr Test Systems as of Q1 2025.

Based on Phoenix Financial's 13F filing for Q1 2025, filed 7 May 2025.