PMA
ARIS

Prudent Man Advisors’s Aris Water Solutions ARIS Stock Holding History

Prudent Man Advisors’s Portfolio ARIS Stock Details ARIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,407
Closed -$118K – 193
2023
Q2 		$118K Hold
11,407
– – 0.04% 203
2023
Q1 		$89K Hold
11,407
– – 0.03% 199
2022
Q4 		$164K Buy
11,407
+1,201
+12% +$18.4K 0.07% 192
2022
Q3 		$130K Buy
+10,206
New +$174K 0.06% 164

Other funds holding ARIS

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Prudent Man Advisors's ARIS Position: Q3 2023 in Review

Prudent Man Advisors sold out of Aris Water Solutions (ARIS) in Q3 2023, closing a stake of 11,407 shares — an estimated $118K sold.

Prudent Man Advisors first reported a position in ARIS in Q3 2022 and held it in 4 quarters. The position peaked at $164K in Q4 2022. 106 funds tracked by Wall St. Rank hold ARIS as of Q3 2023.

  • Prudent Man Advisors reported no remaining Aris Water Solutions position as of Q3 2023 after selling out during the quarter.
  • Prudent Man Advisors sold 11,407 Aris Water Solutions shares in Q3 2023, an estimated $118K.
  • Prudent Man Advisors first reported a position in Aris Water Solutions in Q3 2022 and held it in 4 quarters.
  • Prudent Man Advisors's Aris Water Solutions position peaked at $164K in Q4 2022.
  • 106 funds tracked by Wall St. Rank held Aris Water Solutions as of Q3 2023.

Based on Prudent Man Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.