Advisory Research’s Albany International AIN Stock Holding History

Advisory Research’s Portfolio AIN Stock Details AIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,410	Closed	-$726K	–	337
2023 Q3	$726K	Sell	8,410 -8,211	-49%	-$748K	0.1%	229
2023 Q2	$1.55M	Buy	16,621 +2,617	+19%	+$235K	0.2%	149
2023 Q1	$1.25M	Sell	14,004 -5,845	-29%	-$590K	0.21%	117
2022 Q4	$1.96M	Sell	19,849 -873	-4%	-$83.3K	0.18%	85
2022 Q3	$1.63M	Buy	20,722 +4,558	+28%	+$392K	0.16%	104
2022 Q2	$1.27M	Sell	16,164 -11,703	-42%	-$953K	0.12%	126
2022 Q1	$2.35M	Buy	27,867 +1,308	+5%	+$113K	0.19%	86
2021 Q4	$2.35M	Buy	26,559 +15,006	+130%	+$1.26M	0.18%	97
2021 Q3	$888K	Sell	11,553 -11,772	-50%	-$946K	0.06%	210
2021 Q2	$2.08M	Buy	23,325 +16,860	+261%	+$1.48M	0.14%	132
2021 Q1	$540K	Buy	+6,465	New	+$513K	0.04%	258
2020 Q1	–	Sell	-8,508	Closed	-$646K	–	280
2019 Q4	$646K	Sell	8,508 -14,188	-63%	-$1.18M	0.03%	218
2019 Q3	$2.05M	Sell	22,696 -11,347	-33%	-$942K	0.1%	120
2019 Q2	$2.82M	Buy	34,043 +6,577	+24%	+$492K	0.06%	161
2019 Q1	$1.97M	Buy	27,466 +9,272	+51%	+$661K	0.04%	187
2018 Q4	$1.14M	Sell	18,194 -6,993	-28%	-$488K	0.02%	226
2018 Q3	$2M	Buy	+25,187	New	+$1.82M	0.03%	199

Other funds holding AIN

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Advisory Research's AIN Position: Q4 2023 in Review

Advisory Research sold out of Albany International (AIN) in Q4 2023, closing a stake of 8,410 shares — an estimated $726K sold.

Advisory Research first reported a position in AIN in Q3 2018 and held it in 17 quarters. The position peaked at $2.82M in Q2 2019. 253 funds tracked by Wall St. Rank hold AIN as of Q4 2023.

Advisory Research reported no remaining Albany International position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 8,410 Albany International shares in Q4 2023, an estimated $726K.
Advisory Research first reported a position in Albany International in Q3 2018 and held it in 17 quarters.
Advisory Research's Albany International position peaked at $2.82M in Q2 2019.
253 funds tracked by Wall St. Rank held Albany International as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.