Advisory Research’s Arhaus ARHS Stock Holding History

Advisory Research’s Portfolio ARHS Stock Details ARHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-126,300	Closed	-$1.17M	–	344
2023 Q3	$1.17M	Buy	126,300 +78,610	+165%	+$824K	0.16%	175
2023 Q2	$497K	Buy	+47,690	New	+$389K	0.06%	290

Other funds holding ARHS

FS Capital Partners VI Los Angeles, California $145M AUM 21.54% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

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

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advisory Research's ARHS Position: Q4 2023 in Review

Advisory Research sold out of Arhaus (ARHS) in Q4 2023, closing a stake of 126,300 shares — an estimated $1.17M sold.

Advisory Research first reported a position in ARHS in Q2 2023 and held it in 2 quarters. The position peaked at $1.17M in Q3 2023. 138 funds tracked by Wall St. Rank hold ARHS as of Q4 2023.

Advisory Research reported no remaining Arhaus position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 126,300 Arhaus shares in Q4 2023, an estimated $1.17M.
Advisory Research first reported a position in Arhaus in Q2 2023 and held it in 2 quarters.
Advisory Research's Arhaus position peaked at $1.17M in Q3 2023.
138 funds tracked by Wall St. Rank held Arhaus as of Q4 2023.

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