Shepherd Kaplan Krochuk’s Antero Midstream AM Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio AM Stock Details AM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,300	Closed	-$113K	–	76
2022 Q3	$113K	Sell	12,300 -2,500	-17%	-$24.6K	0.06%	126
2022 Q2	$134K	Hold	14,800	–	–	0.06%	165
2022 Q1	$161K	Buy	14,800 +4,500	+44%	+$45.7K	0.06%	171
2021 Q4	$100K	Buy	+10,300	New	+$107K	0.04%	183

Other funds holding AM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Shepherd Kaplan Krochuk's AM Position: Q4 2022 in Review

Shepherd Kaplan Krochuk sold out of Antero Midstream (AM) in Q4 2022, closing a stake of 12,300 shares — an estimated $113K sold.

Shepherd Kaplan Krochuk first reported a position in AM in Q4 2021 and held it in 4 quarters. The position peaked at $161K in Q1 2022. 335 funds tracked by Wall St. Rank hold AM as of Q4 2022.

Shepherd Kaplan Krochuk reported no remaining Antero Midstream position as of Q4 2022 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 12,300 Antero Midstream shares in Q4 2022, an estimated $113K.
Shepherd Kaplan Krochuk first reported a position in Antero Midstream in Q4 2021 and held it in 4 quarters.
Shepherd Kaplan Krochuk's Antero Midstream position peaked at $161K in Q1 2022.
335 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2022.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2022, filed 14 Feb 2023.