TrustCore Financial Services’s Artivion AORT Stock Holding History

TrustCore Financial Services’s Portfolio AORT Stock Details AORT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$3.64K	Hold	300	–	–	﹤0.01%	850
2022 Q3	$4K	Hold	300	–	–	﹤0.01%	891
2022 Q2	$6K	Hold	300	–	–	﹤0.01%	815
2022 Q1	$6K	Hold	300	–	–	﹤0.01%	823
2021 Q4	$6K	Hold	300	–	–	﹤0.01%	760
2021 Q3	$7K	Hold	300	–	–	﹤0.01%	808
2021 Q2	$9K	Hold	300	–	–	﹤0.01%	753
2021 Q1	$7K	Hold	300	–	–	﹤0.01%	739
2020 Q4	$7K	Hold	300	–	–	﹤0.01%	723
2020 Q3	$6K	Hold	300	–	–	﹤0.01%	662
2020 Q2	$6K	Hold	300	–	–	﹤0.01%	683
2020 Q1	$5K	Hold	300	–	–	﹤0.01%	679
2019 Q4	$8K	Hold	300	–	–	﹤0.01%	671
2019 Q3	$8K	Hold	300	–	–	﹤0.01%	671
2019 Q2	$9K	Hold	300	–	–	﹤0.01%	647
2019 Q1	$9K	Buy	+300	New	+$8.56K	﹤0.01%	578
2018 Q4	–	Sell	-500	Closed	-$18K	–	447
2018 Q3	$18K	Hold	500	–	–	0.01%	468
2018 Q2	$14K	Hold	500	–	–	0.01%	499
2018 Q1	$10K	Hold	500	–	–	﹤0.01%	494
2017 Q4	$10K	Buy	+500	New	+$10K	﹤0.01%	481

Other funds holding AORT

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JIC

Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

TrustCore Financial Services's AORT Position: Q4 2022 in Review

TrustCore Financial Services held its Artivion (AORT) position steady in Q4 2022 at 300 shares worth $3.64K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

TrustCore Financial Services first reported a position in AORT in Q4 2017 and has held it in 20 quarters since. The position peaked at $18K in Q3 2018. 139 funds tracked by Wall St. Rank hold AORT as of Q4 2022.

TrustCore Financial Services held 300 shares of Artivion worth $3.64K as of Q4 2022.
TrustCore Financial Services left its Artivion share count unchanged in Q4 2022.
Artivion made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #850 holding.
TrustCore Financial Services first reported a position in Artivion in Q4 2017 and has held it in 20 quarters since.
TrustCore Financial Services's Artivion position peaked at $18K in Q3 2018.
139 funds tracked by Wall St. Rank held Artivion as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.