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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Dimensional Fund Advisors

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

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Geode Capital Management

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return