Advisory Research’s Eventbrite EB Stock Holding History

Advisory Research’s Portfolio EB Stock Details EB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-52,164	Closed	-$514K	–	371
2023 Q3	$514K	Buy	52,164 +31,288	+150%	+$320K	0.07%	273
2023 Q2	$199K	Buy	+20,876	New	+$164K	0.03%	430

Other funds holding EB

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Advisory Research's EB Position: Q4 2023 in Review

Advisory Research sold out of Eventbrite (EB) in Q4 2023, closing a stake of 52,164 shares — an estimated $514K sold.

Advisory Research first reported a position in EB in Q2 2023 and held it in 2 quarters. The position peaked at $514K in Q3 2023. 163 funds tracked by Wall St. Rank hold EB as of Q4 2023.

Advisory Research reported no remaining Eventbrite position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 52,164 Eventbrite shares in Q4 2023, an estimated $514K.
Advisory Research first reported a position in Eventbrite in Q2 2023 and held it in 2 quarters.
Advisory Research's Eventbrite position peaked at $514K in Q3 2023.
163 funds tracked by Wall St. Rank held Eventbrite as of Q4 2023.

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