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Advisory Research’s DXP Enterprises DXPE Stock Holding History

Advisory Research’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-36,479
Closed -$1.27M – 370
2023
Q3 		$1.27M Buy
36,479
+25,839
+243% +$933K 0.18% 162
2023
Q2 		$387K Buy
+10,640
New +$321K 0.05% 333

Other funds holding DXPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Research's DXPE Position: Q4 2023 in Review

Advisory Research sold out of DXP Enterprises (DXPE) in Q4 2023, closing a stake of 36,479 shares — an estimated $1.27M sold.

Advisory Research first reported a position in DXPE in Q2 2023 and held it in 2 quarters. The position peaked at $1.27M in Q3 2023. 138 funds tracked by Wall St. Rank hold DXPE as of Q4 2023.

  • Advisory Research reported no remaining DXP Enterprises position as of Q4 2023 after selling out during the quarter.
  • Advisory Research sold 36,479 DXP Enterprises shares in Q4 2023, an estimated $1.27M.
  • Advisory Research first reported a position in DXP Enterprises in Q2 2023 and held it in 2 quarters.
  • Advisory Research's DXP Enterprises position peaked at $1.27M in Q3 2023.
  • 138 funds tracked by Wall St. Rank held DXP Enterprises as of Q4 2023.

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