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Advisory Research’s Barclays BCS Stock Holding History

Advisory Research’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-34,003
Closed -$268K – 180
2023
Q4 		$268K Sell
34,003
-17,257
-34% -$124K 0.04% 299
2023
Q3 		$399K Sell
51,260
-4,300
-8% -$33.4K 0.06% 311
2023
Q2 		$437K Buy
55,560
+12,176
+28% +$94.2K 0.06% 307
2023
Q1 		$312K Buy
43,384
+11,123
+34% +$91.9K 0.05% 285
2022
Q4 		$252K Buy
32,261
+1,649
+5% +$12K 0.02% 317
2022
Q3 		$196K Buy
30,612
+15,748
+106% +$121K 0.02% 313
2022
Q2 		$113K Buy
14,864
+62
+0.4% +$487 0.01% 314
2022
Q1 		$117K Sell
14,802
-8,837
-37% -$90.2K 0.01% 351
2021
Q4 		$245K Sell
23,639
-21
-0.1% -$220 0.02% 294
2021
Q3 		$244K Buy
23,660
+3,096
+15% +$30.8K 0.02% 308
2021
Q2 		$198K Hold
20,564
– – 0.01% 324
2021
Q1 		$210K Sell
20,564
-2,660,650
-99% -$23.3M 0.01% 324
2020
Q4 		$21.4M Buy
+2,681,214
New +$17.9M 1.57% 9

Other funds holding BCS

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return