SOA
AERT

Sea Otter Advisors’s Aeries Technology AERT Stock Holding History

Sea Otter Advisors’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
Q3 		– Sell
-20,732
Closed -$313K – 6
2024
Q2 		$313K Sell
20,732
-4,268
-17% -$62K 2.17% 12
2024
Q1 		$514K Sell
25,000
-11,266
-31% -$216K 2.49% 13
2023
Q4 		$725K Buy
+36,266
New +$1.63M 0.48% 39
2023
Q3 		– Sell
-13,652
Closed -$1.14M – 257
2023
Q2 		$1.14M Buy
+13,652
New +$1.13M 0.63% 36

Other funds holding AERT

DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
SIM
Sandia Investment Management Boston, Massachusetts $40.1M AUM 14.58% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 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 27.49% 1-Year Est. Return
SRCM
Sage Rock Capital Management New York $22.3M AUM 4.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sea Otter Advisors's AERT Position: Q3 2024 in Review

Sea Otter Advisors sold out of Aeries Technology (AERT) in Q3 2024, closing a stake of 20,732 shares — an estimated $313K sold.

Sea Otter Advisors first reported a position in AERT in Q2 2023 and held it in 4 quarters. The position peaked at $1.14M in Q2 2023. 15 funds tracked by Wall St. Rank hold AERT as of Q3 2024.

  • Sea Otter Advisors reported no remaining Aeries Technology position as of Q3 2024 after selling out during the quarter.
  • Sea Otter Advisors sold 20,732 Aeries Technology shares in Q3 2024, an estimated $313K.
  • Sea Otter Advisors first reported a position in Aeries Technology in Q2 2023 and held it in 4 quarters.
  • Sea Otter Advisors's Aeries Technology position peaked at $1.14M in Q2 2023.
  • 15 funds tracked by Wall St. Rank held Aeries Technology as of Q3 2024.

Based on Sea Otter Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.