Advisory Research’s Smartbird Inc BIRD Stock Holding History

Advisory Research’s Portfolio BIRD Stock Details BIRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,887	Closed	-$227K	–	358
2022 Q2	$227K	Buy	2,887 +1,581	+121%	+$160K	0.02%	300
2022 Q1	$157K	Buy	+1,306	New	+$257K	0.01%	345

Other funds holding BIRD

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

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

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisory Research's BIRD Position: Q3 2022 in Review

Advisory Research sold out of Smartbird Inc (BIRD) in Q3 2022, closing a stake of 2,887 shares — an estimated $227K sold.

Advisory Research first reported a position in BIRD in Q1 2022 and held it in 2 quarters. The position peaked at $227K in Q2 2022. 154 funds tracked by Wall St. Rank hold BIRD as of Q3 2022.

Advisory Research reported no remaining Smartbird Inc position as of Q3 2022 after selling out during the quarter.
Advisory Research sold 2,887 Smartbird Inc shares in Q3 2022, an estimated $227K.
Advisory Research first reported a position in Smartbird Inc in Q1 2022 and held it in 2 quarters.
Advisory Research's Smartbird Inc position peaked at $227K in Q2 2022.
154 funds tracked by Wall St. Rank held Smartbird Inc as of Q3 2022.

Based on Advisory Research's 13F filing for Q3 2022, filed 15 Nov 2022.