Advisory Research’s Applied Materials AMAT Stock Holding History

Advisory Research’s Portfolio AMAT Stock Details AMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,884	Closed	-$399K	–	339
2023 Q3	$399K	Sell	2,884 -58	-2%	-$8.32K	0.06%	312
2023 Q2	$425K	Buy	+2,942	New	+$368K	0.05%	313
2017 Q2	–	Sell	-34,952	Closed	-$1.36M	–	429
2017 Q1	$1.36M	Sell	34,952 -45,883	-57%	-$1.65M	0.02%	297
2016 Q4	$2.61M	Buy	+80,835	New	+$2.46M	0.04%	187
2014 Q2	–	Sell	-3,644	Closed	-$74K	–	340
2014 Q1	$74K	Buy	+3,644	New	+$66.9K	﹤0.01%	373

Other funds holding AMAT

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Research's AMAT Position: Q4 2023 in Review

Advisory Research sold out of Applied Materials (AMAT) in Q4 2023, closing a stake of 2,884 shares — an estimated $399K sold.

Advisory Research first reported a position in AMAT in Q1 2014 and held it in 5 quarters. The position peaked at $2.61M in Q4 2016. 2,026 funds tracked by Wall St. Rank hold AMAT as of Q4 2023.

Advisory Research reported no remaining Applied Materials position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 2,884 Applied Materials shares in Q4 2023, an estimated $399K.
Advisory Research first reported a position in Applied Materials in Q1 2014 and held it in 5 quarters.
Advisory Research's Applied Materials position peaked at $2.61M in Q4 2016.
2,026 funds tracked by Wall St. Rank held Applied Materials as of Q4 2023.

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