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Advisory Research’s ATI ATI Stock Holding History

Advisory Research’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-62,179
Closed -$2.83M – 173
2023
Q4 		$2.83M Sell
62,179
-41,203
-40% -$1.71M 0.44% 57
2023
Q3 		$4.25M Buy
103,382
+19,757
+24% +$878K 0.59% 39
2023
Q2 		$3.7M Buy
83,625
+16,059
+24% +$614K 0.47% 49
2023
Q1 		$2.67M Buy
67,566
+30,902
+84% +$1.17M 0.44% 59
2022
Q4 		$1.09M Sell
36,664
-10,204
-22% -$299K 0.1% 152
2022
Q3 		$1.25M Buy
46,868
+28,707
+158% +$799K 0.12% 130
2022
Q2 		$412K Sell
18,161
-75,867
-81% -$2M 0.04% 248
2022
Q1 		$2.52M Buy
+94,028
New +$2.18M 0.2% 78
2015
Q1 		– Sell
-1,613,401
Closed -$56.1M – 335
2014
Q4 		$56.1M Sell
1,613,401
-727,360
-31% -$24M 0.58% 54
2014
Q3 		$86.8M Buy
2,340,761
+290,176
+14% +$12.2M 0.84% 39
2014
Q2 		$92.5M Sell
2,050,585
-727,979
-26% -$29.8M 0.86% 37
2014
Q1 		$105M Sell
2,778,564
-18,551
-0.7% -$624K 1.08% 29
2013
Q4 		$99.7M Buy
2,797,115
+167,401
+6% +$5.51M 1.03% 31
2013
Q3 		$80.3M Sell
2,629,714
-23,635
-0.9% -$662K 0.86% 41
2013
Q2 		$69.8M Buy
+2,653,349
New +$74.8M 0.79% 45

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return