AR
EEX

Advisory Research’s Emerald Holding EEX Stock Holding History

Advisory Research’s Portfolio EEX Stock Details EEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.42M Buy
1,867,195
+78,038
+4% +$360K 1.04% 32
2025
Q4 		$8M Buy
1,789,157
+13,015
+0.7% +$56K 1.01% 27
2025
Q3 		$9.04M Hold
1,776,142
– – 1.19% 27
2025
Q2 		$8.61M Sell
1,776,142
-28,830
-2% -$126K 1.32% 24
2025
Q1 		$7.09M Buy
1,804,972
+495,833
+38% +$2.14M 1.25% 26
2024
Q4 		$6.31M Buy
1,309,139
+175,000
+15% +$803K 1.05% 30
2024
Q3 		$5.66M Buy
1,134,139
+208,728
+23% +$1.12M 1.01% 33
2024
Q2 		$5.27M Buy
925,411
+5,095
+0.6% +$30.6K 0.99% 32
2024
Q1 		$6.27M Buy
920,316
+56,111
+6% +$346K 1.25% 27
2023
Q4 		$5.17M Buy
864,205
+364,205
+73% +$1.91M 0.8% 28
2023
Q3 		$2.26M Buy
500,000
+200,000
+67% +$848K 0.31% 85
2023
Q2 		$1.23M Buy
+300,000
New +$1.13M 0.16% 175
2019
Q3 		– Sell
-614,072
Closed -$6.85M – 323
2019
Q2 		$6.85M Sell
614,072
-240,360
-28% -$3M 0.13% 117
2019
Q1 		$10.9M Sell
854,432
-139,219
-14% -$1.82M 0.21% 99
2018
Q4 		$12.3M Sell
993,651
-54,617
-5% -$708K 0.26% 102
2018
Q3 		$17.3M Sell
1,048,268
-131,952
-11% -$2.29M 0.28% 90
2018
Q2 		$24.3M Buy
1,180,220
+64,934
+6% +$1.31M 0.39% 77
2018
Q1 		$21.7M Buy
+1,115,286
New +$23.2M 0.39% 79

Other funds holding EEX

MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Advisory Research's EEX Position: Q1 2026 in Review

Advisory Research increased its Emerald Holding (EEX) stake by 4.4% in Q1 2026, buying an estimated $360K and bringing the position to 1,867,195 shares worth $8.42M. The position accounts for 1.04% of the portfolio, ranked #32.

Advisory Research first reported a position in EEX in Q1 2018 and has held it in 18 quarters since. The position peaked at $24.3M in Q2 2018. 72 funds tracked by Wall St. Rank hold EEX as of Q1 2026.

  • Advisory Research held 1,867,195 shares of Emerald Holding worth $8.42M as of Q1 2026.
  • Advisory Research bought 78,038 Emerald Holding shares in Q1 2026, an estimated $360K.
  • Emerald Holding made up 1.04% of Advisory Research's portfolio in Q1 2026, its #32 holding.
  • Advisory Research first reported a position in Emerald Holding in Q1 2018 and has held it in 18 quarters since.
  • Advisory Research's Emerald Holding position peaked at $24.3M in Q2 2018.
  • 72 funds tracked by Wall St. Rank held Emerald Holding as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.