Advisory Research’s Gerdau GGB Stock Holding History

Advisory Research’s Portfolio GGB Stock Details GGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-315,611	Closed	-$789K	–	316
2019 Q3	$789K	Hold	315,611	–	–	0.04%	214
2019 Q2	$974K	Hold	315,611	–	–	0.02%	255
2019 Q1	$972K	Hold	315,611	–	–	0.02%	246
2018 Q4	$942K	Buy	+315,611	New	+$1.02M	0.02%	244

Other funds holding GGB

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CCM

Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CII

Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Advisory Research's GGB Position: Q4 2019 in Review

Advisory Research sold out of Gerdau (GGB) in Q4 2019, closing a stake of 315,611 shares — an estimated $789K sold.

Advisory Research first reported a position in GGB in Q4 2018 and held it in 4 quarters. The position peaked at $974K in Q2 2019. 127 funds tracked by Wall St. Rank hold GGB as of Q4 2019.

Advisory Research reported no remaining Gerdau position as of Q4 2019 after selling out during the quarter.
Advisory Research sold 315,611 Gerdau shares in Q4 2019, an estimated $789K.
Advisory Research first reported a position in Gerdau in Q4 2018 and held it in 4 quarters.
Advisory Research's Gerdau position peaked at $974K in Q2 2019.
127 funds tracked by Wall St. Rank held Gerdau as of Q4 2019.

Based on Advisory Research's 13F filing for Q4 2019, filed 11 Feb 2020.