AR
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Advisory Research’s Arcos Dorados Holdings ARCO Stock Holding History

Advisory Research’s Portfolio ARCO Stock Details ARCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-69,117
Closed -$877K – 170
2023
Q4 		$877K Sell
69,117
-37,376
-35% -$400K 0.14% 174
2023
Q3 		$1.01M Sell
106,493
-54,157
-34% -$559K 0.14% 193
2023
Q2 		$1.65M Buy
160,650
+29,531
+23% +$252K 0.21% 136
2023
Q1 		$1.01M Sell
131,119
-12,538
-9% -$103K 0.17% 153
2022
Q4 		$1.2M Buy
143,657
+8,595
+6% +$64.3K 0.11% 133
2022
Q3 		$984K Sell
135,062
-362
-0.3% -$2.61K 0.1% 167
2022
Q2 		$913K Sell
135,424
-549
-0.4% -$4.05K 0.09% 166
2022
Q1 		$1.1M Buy
+135,973
New +$938K 0.09% 172
2018
Q2 		– Sell
-114,948
Closed -$1.02M – 368
2018
Q1 		$1.02M Sell
114,948
-50,639
-31% -$475K 0.02% 264
2017
Q4 		$1.67M Sell
165,587
-6,628
-4% -$64.8K 0.03% 235
2017
Q3 		$1.68M Buy
172,215
+21,564
+14% +$186K 0.03% 233
2017
Q2 		$1.09M Sell
150,651
-90,607
-38% -$733K 0.02% 307
2017
Q1 		$1.89M Buy
+241,258
New +$1.49M 0.03% 254

Other funds holding ARCO

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MCM
Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return
AGDI
Absolute Gestao de Investimentos Sao Paulo, Brazil $877M AUM 57.36% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Advisory Research's ARCO Position: Q1 2024 in Review

Advisory Research sold out of Arcos Dorados Holdings (ARCO) in Q1 2024, closing a stake of 69,117 shares — an estimated $877K sold.

Advisory Research first reported a position in ARCO in Q1 2017 and held it in 13 quarters. The position peaked at $1.89M in Q1 2017. 180 funds tracked by Wall St. Rank hold ARCO as of Q1 2024.

  • Advisory Research reported no remaining Arcos Dorados Holdings position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 69,117 Arcos Dorados Holdings shares in Q1 2024, an estimated $877K.
  • Advisory Research first reported a position in Arcos Dorados Holdings in Q1 2017 and held it in 13 quarters.
  • Advisory Research's Arcos Dorados Holdings position peaked at $1.89M in Q1 2017.
  • 180 funds tracked by Wall St. Rank held Arcos Dorados Holdings as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.