Advisory Research’s Boot Barn BOOT Stock Holding History

Advisory Research’s Portfolio BOOT Stock Details BOOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,394	Closed	-$682K	–	352
2023 Q3	$682K	Sell	8,394 -149	-2%	-$13.4K	0.09%	236
2023 Q2	$724K	Sell	8,543 -24,861	-74%	-$1.82M	0.09%	246
2023 Q1	$2.56M	Buy	33,404 +8,601	+35%	+$659K	0.42%	62
2022 Q4	$1.55M	Buy	+24,803	New	+$1.49M	0.15%	109
2020 Q1	–	Sell	-24,929	Closed	-$1.11M	–	289
2019 Q4	$1.11M	Sell	24,929 -21,131	-46%	-$834K	0.05%	179
2019 Q3	$1.61M	Sell	46,060 -44,362	-49%	-$1.48M	0.08%	136
2019 Q2	$3.22M	Buy	90,422 +8,123	+10%	+$245K	0.06%	149
2019 Q1	$2.42M	Sell	82,299 -565	-0.7%	-$14.3K	0.05%	164
2018 Q4	$1.41M	Sell	82,864 -10,127	-11%	-$233K	0.03%	202
2018 Q3	$2.64M	Sell	92,991 -16,140	-15%	-$426K	0.04%	179
2018 Q2	$2.26M	Buy	+109,131	New	+$2.3M	0.04%	200

Other funds holding BOOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisory Research's BOOT Position: Q4 2023 in Review

Advisory Research sold out of Boot Barn (BOOT) in Q4 2023, closing a stake of 8,394 shares — an estimated $682K sold.

Advisory Research first reported a position in BOOT in Q2 2018 and held it in 11 quarters. The position peaked at $3.22M in Q2 2019. 314 funds tracked by Wall St. Rank hold BOOT as of Q4 2023.

Advisory Research reported no remaining Boot Barn position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 8,394 Boot Barn shares in Q4 2023, an estimated $682K.
Advisory Research first reported a position in Boot Barn in Q2 2018 and held it in 11 quarters.
Advisory Research's Boot Barn position peaked at $3.22M in Q2 2019.
314 funds tracked by Wall St. Rank held Boot Barn as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.