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United Capital Financial Advisors’s Artivion AORT Stock Holding History

United Capital Financial Advisors’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
2019
Q4 		– Sell
-31,824
Closed -$864K – 1370
2019
Q3 		$864K Buy
31,824
+5,561
+21% +$157K 0.01% 786
2019
Q2 		$786K Buy
+26,263
New +$779K 0.01% 889

Other funds holding AORT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

United Capital Financial Advisors's AORT Position: Q4 2019 in Review

United Capital Financial Advisors sold out of Artivion (AORT) in Q4 2019, closing a stake of 31,824 shares — an estimated $864K sold.

United Capital Financial Advisors first reported a position in AORT in Q2 2019 and held it in 2 quarters. The position peaked at $864K in Q3 2019. 135 funds tracked by Wall St. Rank hold AORT as of Q4 2019.

  • United Capital Financial Advisors reported no remaining Artivion position as of Q4 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 31,824 Artivion shares in Q4 2019, an estimated $864K.
  • United Capital Financial Advisors first reported a position in Artivion in Q2 2019 and held it in 2 quarters.
  • United Capital Financial Advisors's Artivion position peaked at $864K in Q3 2019.
  • 135 funds tracked by Wall St. Rank held Artivion as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.