Advisory Research’s Ambarella AMBA Stock Holding History

Advisory Research’s Portfolio AMBA Stock Details AMBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,541	Closed	-$547K	–	427
2023 Q2	$547K	Buy	+6,541	New	+$478K	0.07%	278
2023 Q1	–	Sell	-5,538	Closed	-$455K	–	357
2022 Q4	$455K	Buy	+5,538	New	+$369K	0.04%	259
2022 Q3	–	Sell	-15,677	Closed	-$1.03M	–	355
2022 Q2	$1.03M	Sell	15,677 -3,608	-19%	-$291K	0.1%	155
2022 Q1	$2.02M	Sell	19,285 -914	-5%	-$116K	0.16%	100
2021 Q4	$4.1M	Buy	20,199 +646	+3%	+$120K	0.32%	64
2021 Q3	$3.04M	Buy	19,553 +7,845	+67%	+$902K	0.2%	104
2021 Q2	$1.25M	Buy	+11,708	New	+$1.16M	0.08%	187
2020 Q2	–	Sell	-22,489	Closed	-$1.09M	–	308
2020 Q1	$1.09M	Sell	22,489 -6,046	-21%	-$347K	0.08%	126
2019 Q4	$1.73M	Buy	28,535 +13,278	+87%	+$735K	0.08%	129
2019 Q3	$959K	Sell	15,257 -5,364	-26%	-$278K	0.05%	195
2019 Q2	$910K	Buy	20,621 +13,547	+192%	+$607K	0.02%	261
2019 Q1	$306K	Buy	+7,074	New	+$280K	0.01%	323

Other funds holding AMBA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

William Blair Investment Management

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

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management

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

Dimensional Fund Advisors

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Rokos Capital Management (UK) London, United Kingdom $5.63B AUM 85.71% 1-Year Est. Return