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Advisory Research’s Academy Sports + Outdoors ASO Stock Holding History

Advisory Research’s Portfolio ASO Stock Details ASO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,031
Closed -$332K – 345
2023
Q3 		$332K Sell
7,031
-9,447
-57% -$506K 0.05% 351
2023
Q2 		$891K Sell
16,478
-2,479
-13% -$142K 0.11% 217
2023
Q1 		$1.24M Sell
18,957
-94
-0.5% -$5.54K 0.2% 119
2022
Q4 		$1M Buy
+19,051
New +$909K 0.09% 162

Other funds holding ASO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Advisory Research's ASO Position: Q4 2023 in Review

Advisory Research sold out of Academy Sports + Outdoors (ASO) in Q4 2023, closing a stake of 7,031 shares — an estimated $332K sold.

Advisory Research first reported a position in ASO in Q4 2022 and held it in 4 quarters. The position peaked at $1.24M in Q1 2023. 360 funds tracked by Wall St. Rank hold ASO as of Q4 2023.

  • Advisory Research reported no remaining Academy Sports + Outdoors position as of Q4 2023 after selling out during the quarter.
  • Advisory Research sold 7,031 Academy Sports + Outdoors shares in Q4 2023, an estimated $332K.
  • Advisory Research first reported a position in Academy Sports + Outdoors in Q4 2022 and held it in 4 quarters.
  • Advisory Research's Academy Sports + Outdoors position peaked at $1.24M in Q1 2023.
  • 360 funds tracked by Wall St. Rank held Academy Sports + Outdoors as of Q4 2023.

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