Advisory Research’s DocGo DCGO Stock Holding History

Advisory Research’s Portfolio DCGO Stock Details DCGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-45,140	Closed	-$423K	–	438
2023 Q2	$423K	Sell	45,140 -22,883	-34%	-$201K	0.05%	317
2023 Q1	$588K	Sell	68,023 -13,211	-16%	-$117K	0.1%	228
2022 Q4	$574K	Sell	81,234 -30,277	-27%	-$254K	0.05%	234
2022 Q3	$1.11M	Buy	+111,511	New	+$1.01M	0.11%	149

Other funds holding DCGO

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

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

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

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

DMKJ

David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return

Advisory Research's DCGO Position: Q3 2023 in Review

Advisory Research sold out of DocGo (DCGO) in Q3 2023, closing a stake of 45,140 shares — an estimated $423K sold.

Advisory Research first reported a position in DCGO in Q3 2022 and held it in 4 quarters. The position peaked at $1.11M in Q3 2022. 143 funds tracked by Wall St. Rank hold DCGO as of Q3 2023.

Advisory Research reported no remaining DocGo position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 45,140 DocGo shares in Q3 2023, an estimated $423K.
Advisory Research first reported a position in DocGo in Q3 2022 and held it in 4 quarters.
Advisory Research's DocGo position peaked at $1.11M in Q3 2022.
143 funds tracked by Wall St. Rank held DocGo as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.