Advisory Research’s Chewy CHWY Stock Holding History

Advisory Research’s Portfolio CHWY Stock Details CHWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,605	Closed	-$210K	–	441
2023 Q1	$210K	Sell	5,605 -1,117	-17%	-$46.2K	0.03%	324
2022 Q4	$249K	Buy	+6,722	New	+$262K	0.02%	319

Other funds holding CHWY

BPA

BC Partners Advisors New York $9.17B AUM 97.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Advisory Research's CHWY Position: Q2 2023 in Review

Advisory Research sold out of Chewy (CHWY) in Q2 2023, closing a stake of 5,605 shares — an estimated $210K sold.

Advisory Research first reported a position in CHWY in Q4 2022 and held it in 2 quarters. The position peaked at $249K in Q4 2022. 379 funds tracked by Wall St. Rank hold CHWY as of Q2 2023.

Advisory Research reported no remaining Chewy position as of Q2 2023 after selling out during the quarter.
Advisory Research sold 5,605 Chewy shares in Q2 2023, an estimated $210K.
Advisory Research first reported a position in Chewy in Q4 2022 and held it in 2 quarters.
Advisory Research's Chewy position peaked at $249K in Q4 2022.
379 funds tracked by Wall St. Rank held Chewy as of Q2 2023.

Based on Advisory Research's 13F filing for Q2 2023, filed 14 Aug 2023.