Advisory Research’s Axogen AXGN Stock Holding History

Advisory Research’s Portfolio AXGN Stock Details AXGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-62,602	Closed	-$625K	–	361
2022 Q4	$625K	Sell	62,602 -24,476	-28%	-$272K	0.06%	221
2022 Q3	$1.04M	Buy	+87,078	New	+$871K	0.1%	160
2021 Q2	–	Sell	-92,144	Closed	-$1.87M	–	358
2021 Q1	$1.87M	Buy	92,144 +66,107	+254%	+$1.31M	0.13%	131
2020 Q4	$466K	Buy	+26,037	New	+$382K	0.03%	263
2019 Q1	–	Sell	-24,844	Closed	-$508K	–	346
2018 Q4	$508K	Sell	24,844 -13,818	-36%	-$432K	0.01%	292
2018 Q3	$1.43M	Buy	38,662 +11,497	+42%	+$502K	0.02%	232
2018 Q2	$1.36M	Buy	+27,165	New	+$1.2M	0.02%	244

Other funds holding AXGN

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

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

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Advisory Research's AXGN Position: Q1 2023 in Review

Advisory Research sold out of Axogen (AXGN) in Q1 2023, closing a stake of 62,602 shares — an estimated $625K sold.

Advisory Research first reported a position in AXGN in Q2 2018 and held it in 7 quarters. The position peaked at $1.87M in Q1 2021. 130 funds tracked by Wall St. Rank hold AXGN as of Q1 2023.

Advisory Research reported no remaining Axogen position as of Q1 2023 after selling out during the quarter.
Advisory Research sold 62,602 Axogen shares in Q1 2023, an estimated $625K.
Advisory Research first reported a position in Axogen in Q2 2018 and held it in 7 quarters.
Advisory Research's Axogen position peaked at $1.87M in Q1 2021.
130 funds tracked by Wall St. Rank held Axogen as of Q1 2023.

Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.