Concurrent Investment Advisors, LLC ANGO ANGIODYNAMICS INC

Ownership history in Concurrent Investment Advisors, LLC  ·  13 quarters on record

AI Ownership Summary

Concurrent Investment Advisors, LLC reported ANGIODYNAMICS INC (ANGO) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows ANGO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ANGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Concurrent Investment Advisors, LLC's position in ANGIODYNAMICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ANGO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Concurrent Investment Advisors, LLC held ANGO — position size vs. price
% of Fund (quarterly)    ANGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 13 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,200 -20,477 -94.5% 0.00% $14K 2026-04-21 $10.72
2026 Q1 ADDED 21,677 +20,477 +1706.4% 0.00% $246K 2026-04-21 $10.72
2025 Q4 REDUCED 94.5% -11.4% 1,200 -20,462 -94.5% 0.00% $15K 2026-01-29 $9.98
2025 Q4 ADDED 21,662 +21,462 +10731.0% 0.00% $278K 2026-01-29 $9.98
2025 Q3 REDUCED 99.3% +15.2% 200 -29,303 -99.3% 0.00% $2K 2025-10-27 $12.29
2025 Q3 UNCHANGED 29,503 0% 0.01% $330K 2025-10-27 $12.29
2025 Q2 UNCHANGED 29,503 0% 0.01% $293K 2025-07-25 $9.22
2025 Q1 ADDED 29,503 +28,503 +2850.3% 0.01% $277K 2025-04-29 $9.58
2025 Q1 REDUCED 96.6% +5.6% 1,000 -28,503 -96.6% 0.00% $9K 2025-04-29 $9.58
2024 Q4 UNCHANGED 29,503 0% 0.01% $270K 2025-02-03 $11.04
2024 Q3 UNCHANGED 29,503 0% 0.01% $230K 2024-10-30 $6.93
2024 Q2 ADDED 29,503 +17,803 +152.2% 0.01% $178K 2024-07-30 $7.83
2024 Q1 INITIATED 11,700 0.00% $69K 2024-05-07 $6.14

FAQ About Concurrent Investment Advisors, LLC and ANGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Concurrent Investment Advisors, LLC reported owning ANGO?

Concurrent Investment Advisors, LLC reported ANGO across 13 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported ANGO position in Concurrent Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for ANGO was 0.01% in 2024 Q4.

What is the latest reported ANGO position on this page?

The most recent filing on this page is 2026 Q1, when Concurrent Investment Advisors, LLC reported 1,200 shares, equal to 0.00% of portfolio, with an estimated market value of $14K.

What does the chart on this ANGO ownership page compare?

The chart compares Concurrent Investment Advisors, LLC's quarterly ANGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Concurrent Investment Advisors, LLC time their ANGO position?

Based on 13F filing dates vs. subsequent ANGO price moves, Concurrent Investment Advisors, LLC correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on ANGO relative to SPY over the holding period was +12.2%.

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