Whitegate Investment Counselors’s Aspen Aerogels ASPN Stock Holding History

Whitegate Investment Counselors’s Portfolio ASPN Stock Details ASPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,500	Closed	-$224K	–	66
2021 Q4	$224K	Sell	4,500 -4,500	-50%	-$237K	0.07%	59
2021 Q3	$414K	Hold	9,000	–	–	0.06%	173
2021 Q2	$269K	Buy	+9,000	New	+$184K	0.04%	195
2019 Q1	–	Sell	-15,000	Closed	-$32K	–	199
2018 Q4	$32K	Sell	15,000 -14,000	-48%	-$47.4K	0.01%	189
2018 Q3	$133K	Hold	29,000	–	–	0.03%	163
2018 Q2	$142K	Hold	29,000	–	–	0.03%	184
2018 Q1	$124K	Buy	+29,000	New	+$137K	0.03%	184

Other funds holding ASPN

SCC

Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

OCMI

Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return

TAM

Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return

Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

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

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

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

Whitegate Investment Counselors's ASPN Position: Q1 2022 in Review

Whitegate Investment Counselors sold out of Aspen Aerogels (ASPN) in Q1 2022, closing a stake of 4,500 shares — an estimated $224K sold.

Whitegate Investment Counselors first reported a position in ASPN in Q1 2018 and held it in 7 quarters. The position peaked at $414K in Q3 2021. 145 funds tracked by Wall St. Rank hold ASPN as of Q1 2022.

Whitegate Investment Counselors reported no remaining Aspen Aerogels position as of Q1 2022 after selling out during the quarter.
Whitegate Investment Counselors sold 4,500 Aspen Aerogels shares in Q1 2022, an estimated $224K.
Whitegate Investment Counselors first reported a position in Aspen Aerogels in Q1 2018 and held it in 7 quarters.
Whitegate Investment Counselors's Aspen Aerogels position peaked at $414K in Q3 2021.
145 funds tracked by Wall St. Rank held Aspen Aerogels as of Q1 2022.

Based on Whitegate Investment Counselors's 13F filing for Q1 2022, filed 3 May 2022.