Advisory Research’s Custom Truck One Source CTOS Stock Holding History

Advisory Research’s Portfolio CTOS Stock Details CTOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-182,727	Closed	-$1.53M	–	388
2022 Q1	$1.53M	Buy	182,727 +80,726	+79%	+$652K	0.12%	133
2021 Q4	$816K	Sell	102,001 -17,406	-15%	-$150K	0.06%	213
2021 Q3	$1.11M	Buy	+119,407	New	+$1M	0.07%	186

Other funds holding CTOS

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

HCM

Hawkeye Capital Management Miami Beach, Florida $40.6M AUM 11.3% 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

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Advisory Research's CTOS Position: Q2 2022 in Review

Advisory Research sold out of Custom Truck One Source (CTOS) in Q2 2022, closing a stake of 182,727 shares — an estimated $1.53M sold.

Advisory Research first reported a position in CTOS in Q3 2021 and held it in 3 quarters. The position peaked at $1.53M in Q1 2022. 89 funds tracked by Wall St. Rank hold CTOS as of Q2 2022.

Advisory Research reported no remaining Custom Truck One Source position as of Q2 2022 after selling out during the quarter.
Advisory Research sold 182,727 Custom Truck One Source shares in Q2 2022, an estimated $1.53M.
Advisory Research first reported a position in Custom Truck One Source in Q3 2021 and held it in 3 quarters.
Advisory Research's Custom Truck One Source position peaked at $1.53M in Q1 2022.
89 funds tracked by Wall St. Rank held Custom Truck One Source as of Q2 2022.

Based on Advisory Research's 13F filing for Q2 2022, filed 15 Aug 2022.