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Schechter Investment Advisors’s Avantor AVTR Stock Holding History

Schechter Investment Advisors’s Portfolio AVTR Stock Details AVTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,809
Closed -$280K – 664
2024
Q3 		$280K Sell
10,809
-438
-4% -$10.8K 0.02% 511
2024
Q2 		$238K Sell
11,247
-8,909
-44% -$215K 0.02% 520
2024
Q1 		$515K Sell
20,156
-1,088
-5% -$25.9K 0.04% 368
2023
Q4 		$485K Sell
21,244
-608
-3% -$12.5K 0.04% 354
2023
Q3 		$461K Buy
21,852
+4,652
+27% +$99K 0.04% 361
2023
Q2 		$353K Buy
17,200
+2,232
+15% +$45.1K 0.03% 453
2023
Q1 		$316K Buy
14,968
+368
+3% +$8.39K 0.03% 511
2022
Q4 		$308K Sell
14,600
-3,564
-20% -$73.8K 0.03% 622
2022
Q3 		$356K Buy
18,164
+4,043
+29% +$108K 0.04% 633
2022
Q2 		$439K Sell
14,121
-350
-2% -$10.9K 0.04% 570
2022
Q1 		$490K Buy
14,471
+195
+1% +$6.96K 0.05% 536
2021
Q4 		$602K Buy
+14,276
New +$563K 0.05% 459

Other funds holding AVTR

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
NMC
New Mountain Capital New York $110M AUM 51.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schechter Investment Advisors's AVTR Position: Q4 2024 in Review

Schechter Investment Advisors sold out of Avantor (AVTR) in Q4 2024, closing a stake of 10,809 shares — an estimated $280K sold.

Schechter Investment Advisors first reported a position in AVTR in Q4 2021 and held it in 12 quarters. The position peaked at $602K in Q4 2021. 493 funds tracked by Wall St. Rank hold AVTR as of Q4 2024.

  • Schechter Investment Advisors reported no remaining Avantor position as of Q4 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 10,809 Avantor shares in Q4 2024, an estimated $280K.
  • Schechter Investment Advisors first reported a position in Avantor in Q4 2021 and held it in 12 quarters.
  • Schechter Investment Advisors's Avantor position peaked at $602K in Q4 2021.
  • 493 funds tracked by Wall St. Rank held Avantor as of Q4 2024.

Based on Schechter Investment Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.