Tri Locum Partners’s Antero Midstream AM Stock Holding History

Tri Locum Partners’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
2023 Q4	–	Sell	-13,448	Closed	-$161K	–	25
2023 Q3	$161K	Buy	13,448 +1,773	+15%	+$21K	0.05%	53
2023 Q2	$135K	Buy	11,675 +561	+5%	+$5.96K	0.05%	54
2023 Q1	$117K	Sell	11,114 -4,039	-27%	-$43K	0.04%	42
2022 Q4	$164K	Buy	+15,153	New	+$161K	0.07%	37

Other funds holding AM

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

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

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

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

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

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

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

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

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

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

Tri Locum Partners's AM Position: Q4 2023 in Review

Tri Locum Partners sold out of Antero Midstream (AM) in Q4 2023, closing a stake of 13,448 shares — an estimated $161K sold.

Tri Locum Partners first reported a position in AM in Q4 2022 and held it in 4 quarters. The position peaked at $164K in Q4 2022. 395 funds tracked by Wall St. Rank hold AM as of Q4 2023.

Tri Locum Partners reported no remaining Antero Midstream position as of Q4 2023 after selling out during the quarter.
Tri Locum Partners sold 13,448 Antero Midstream shares in Q4 2023, an estimated $161K.
Tri Locum Partners first reported a position in Antero Midstream in Q4 2022 and held it in 4 quarters.
Tri Locum Partners's Antero Midstream position peaked at $164K in Q4 2022.
395 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2023.

Based on Tri Locum Partners's 13F filing for Q4 2023, filed 14 Feb 2024.