Advisory Research’s Adtran ADTN Stock Holding History

Advisory Research’s Portfolio ADTN Stock Details ADTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-11,542	Closed	-$226K	–	365
2022 Q3	$226K	Buy	+11,542	New	+$252K	0.02%	298

Other funds holding ADTN

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's ADTN Position: Q4 2022 in Review

Advisory Research sold out of Adtran (ADTN) in Q4 2022, closing a stake of 11,542 shares — an estimated $226K sold.

Advisory Research first reported a position in ADTN in Q3 2022 and held it in 1 quarter. The position peaked at $226K in Q3 2022. 180 funds tracked by Wall St. Rank hold ADTN as of Q4 2022.

Advisory Research reported no remaining Adtran position as of Q4 2022 after selling out during the quarter.
Advisory Research sold 11,542 Adtran shares in Q4 2022, an estimated $226K.
Advisory Research first reported a position in Adtran in Q3 2022 and held it in 1 quarter.
Advisory Research's Adtran position peaked at $226K in Q3 2022.
180 funds tracked by Wall St. Rank held Adtran as of Q4 2022.

Based on Advisory Research's 13F filing for Q4 2022, filed 13 Feb 2023.