SIM
AERT

Sandia Investment Management’s Aeries Technology AERT Stock Holding History

Sandia Investment Management’s Portfolio AERT Stock Details AERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-31,426
Closed -$577K – 117
2024
Q3 		$577K Sell
31,426
-1,358
-4% -$24.2K 0.93% 29
2024
Q2 		$496K Sell
32,784
-2,625
-7% -$38.2K 0.62% 41
2024
Q1 		$728K Sell
35,409
-9,659
-21% -$185K 0.7% 35
2023
Q4 		$909K Buy
45,068
+13,818
+44% +$620K 0.62% 42
2023
Q3 		$2.65M Hold
31,250
– – 0.72% 47
2023
Q2 		$2.6M Sell
31,250
-18,750
-38% -$1.55M 0.58% 59
2023
Q1 		$4.14M Buy
+50,000
New +$4.11M 0.76% 44

Other funds holding AERT

DC
Diametric Capital Boston, Massachusetts $385M AUM 31.7% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.36B AUM 20.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.91% 1-Year Est. Return
CCM
CAAS Capital Management New York $934M AUM 1.45% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return

Sandia Investment Management's AERT Position: Q4 2024 in Review

Sandia Investment Management sold out of Aeries Technology (AERT) in Q4 2024, closing a stake of 31,426 shares — an estimated $577K sold.

Sandia Investment Management first reported a position in AERT in Q1 2023 and held it in 7 quarters. The position peaked at $4.14M in Q1 2023. 14 funds tracked by Wall St. Rank hold AERT as of Q4 2024.

  • Sandia Investment Management reported no remaining Aeries Technology position as of Q4 2024 after selling out during the quarter.
  • Sandia Investment Management sold 31,426 Aeries Technology shares in Q4 2024, an estimated $577K.
  • Sandia Investment Management first reported a position in Aeries Technology in Q1 2023 and held it in 7 quarters.
  • Sandia Investment Management's Aeries Technology position peaked at $4.14M in Q1 2023.
  • 14 funds tracked by Wall St. Rank held Aeries Technology as of Q4 2024.

Based on Sandia Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.