Symmetry Peak Management’s AeroVironment AVAV Stock Holding History

Symmetry Peak Management’s Portfolio AVAV Stock Details AVAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,200	Closed	-$245K	–	164
2023 Q3	$245K	Buy	+2,200	New	+$222K	1.53%	75
2020 Q3	–	Sell	-15,250	Closed	-$1.21M	–	79
2020 Q2	$1.21M	Buy	+15,250	New	+$982K	6.77%	21
2018 Q4	–	Sell	-13,500	Closed	-$1.51M	–	65
2018 Q3	$1.51M	Sell	13,500 -1,039	-7%	-$90.1K	2.18%	37
2018 Q2	$1.04M	Buy	+14,539	New	+$827K	2.41%	63
2018 Q1	–	Sell	-3,750	Closed	-$211K	–	63
2017 Q4	$211K	Sell	3,750 -11,250	-75%	-$573K	0.81%	47
2017 Q3	$812K	Sell	15,000 -2,500	-14%	-$106K	0.76%	93
2017 Q2	$669K	Buy	17,500 +5,000	+40%	+$151K	1.03%	101
2017 Q1	$350K	Buy	+12,500	New	+$334K	0.35%	108
2016 Q1	–	Sell	-33,000	Closed	-$973K	–	117
2015 Q4	$973K	Buy	+33,000	New	+$810K	1.35%	72
2015 Q3	–	Hold	0	–	–	–	72
2015 Q2	–	Hold	0	–	–	–	116

Other funds holding AVAV

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

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

Lord, Abbett & Co

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return