Aufman Associates Inc Closed Holding Positions

Aufman Associates Inc

  • $155 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 10, 2022
3,597
$42.19 - $68.38 $152K - $246K
OMI
Owens & Minor Inc

Healthcare
Q2 2022 Filed on Aug 10, 2022
5,619
$29.71 - $43.76 $167K - $246K
SIVB
Svb Financial Group

Financial Services
Q1 2022 Filed on May 13, 2022
300
$494.35 - $737.77 $148K - $221K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
852
$202.19 - $259.81 $172K - $221K
FHI
Federated Hermes, Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
5,580
$30.21 - $39.16 $169K - $219K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
46,751
$35.46 - $54.12 $1.66M - $2.53M
TWLO
Twilio Inc

Communication Services
Q1 2022 Filed on May 13, 2022
775
$125.17 - $262.29 $97K - $203K
PINS
Pinterest, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
3,037
$50.37 - $80.29 $153K - $244K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
1,356
$145.08 - $221.87 $197K - $301K
GLD
Spdr Gold Trust

ETFs
Q3 2021 Filed on Nov 12, 2021
1,250
$161.32 - $171.17 $202K - $214K
Seagate Technology
Q2 2021 Filed on Aug 11, 2021
116,826
N/A
NEO
Neogenomics Inc

Healthcare
Q1 2021 Filed on May 17, 2021
3,840
$41.56 - $59.88 $160K - $230K
General Electric
Q4 2020 Filed on Feb 10, 2021
11,920
N/A
IBM
International Business Machines Corp

Technology
Q3 2020 Filed on Nov 13, 2020
1,749
$110.62 - $123.01 $193K - $215K
BDX
Becton Dickinson & CO

Healthcare
Q3 2020 Filed on Nov 13, 2020
1,132
$215.77 - $276.76 $244K - $313K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q2 2020 Filed on Aug 13, 2020
1,009
$275.2 - $362.34 $278K - $366K
VONV
Vanguard Russell 1000 Value Et

ETFs
Q1 2020 Filed on May 13, 2020
4,925
$37.58 - $60.82 $185K - $300K
VBR
Vanguard Small Cap Value ETF

ETFs
Q1 2020 Filed on May 13, 2020
4,634
$75.8 - $139.04 $351K - $644K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2020 Filed on May 13, 2020
3,293
$22.29 - $38.7 $73.4K - $127K
T
At&T Inc.

Communication Services
Q1 2020 Filed on May 13, 2020
5,906
$20.22 - $29.74 $119K - $176K
DUSA
Davis Fundamental ETF Tr

ETFs
Q1 2020 Filed on May 13, 2020
18,388
$17.28 - $27.3 $318K - $502K
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