Portfolio changes · featured 13Fs
Activity
Moves in AEHR across featured managers — New / Exit / Add / Reduce.
AEHR · all sizes
2 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 11 Aug 1 | |||||
| AEHR | Reduce | Murray Stahl - Horizon Kinetics Asset Management | 0.00% | −66.3% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| AEHR | Reduce | Polen Capital Management | +0.03% | −16.7% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home