Advisory Research’s Ero Copper ERO Stock Holding History

Advisory Research’s Portfolio ERO Stock Details ERO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-62,445	Closed	-$1.08M	–	373
2023 Q3	$1.08M	Buy	+62,445	New	+$1.28M	0.15%	184

Other funds holding ERO

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

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

Advisory Research's ERO Position: Q4 2023 in Review

Advisory Research sold out of Ero Copper (ERO) in Q4 2023, closing a stake of 62,445 shares — an estimated $1.08M sold.

Advisory Research first reported a position in ERO in Q3 2023 and held it in 1 quarter. The position peaked at $1.08M in Q3 2023. 101 funds tracked by Wall St. Rank hold ERO as of Q4 2023.

Advisory Research reported no remaining Ero Copper position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 62,445 Ero Copper shares in Q4 2023, an estimated $1.08M.
Advisory Research first reported a position in Ero Copper in Q3 2023 and held it in 1 quarter.
Advisory Research's Ero Copper position peaked at $1.08M in Q3 2023.
101 funds tracked by Wall St. Rank held Ero Copper as of Q4 2023.

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