Advisory Research’s Acushnet Holdings GOLF Stock Holding History

Advisory Research’s Portfolio GOLF Stock Details GOLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-915,551	Closed	-$29.8M	–	304
2019 Q4	$29.8M	Sell	915,551 -3,542	-0.4%	-$105K	1.37%	24
2019 Q3	$24.3M	Buy	919,093 +258,054	+39%	+$6.75M	1.17%	31
2019 Q2	$17.4M	Sell	661,039 -17,171	-3%	-$426K	0.34%	80
2019 Q1	$15.7M	Buy	678,210 +82,936	+14%	+$1.94M	0.3%	87
2018 Q4	$12.5M	Sell	595,274 -341,929	-36%	-$8.15M	0.27%	101
2018 Q3	$25.7M	Sell	937,203 -226,505	-19%	-$5.88M	0.42%	64
2018 Q2	$28.5M	Sell	1,163,708 -43,307	-4%	-$1.04M	0.46%	64
2018 Q1	$27.9M	Buy	1,207,015 +87,480	+8%	+$1.9M	0.5%	65
2017 Q4	$23.6M	Buy	+1,119,535	New	+$21.3M	0.39%	73

Other funds holding GOLF

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Advisory Research's GOLF Position: Q1 2020 in Review

Advisory Research sold out of Acushnet Holdings (GOLF) in Q1 2020, closing a stake of 915,551 shares — an estimated $29.8M sold.

Advisory Research first reported a position in GOLF in Q4 2017 and held it in 9 quarters. The position peaked at $29.8M in Q4 2019. 136 funds tracked by Wall St. Rank hold GOLF as of Q1 2020.

Advisory Research reported no remaining Acushnet Holdings position as of Q1 2020 after selling out during the quarter.
Advisory Research sold 915,551 Acushnet Holdings shares in Q1 2020, an estimated $29.8M.
Advisory Research first reported a position in Acushnet Holdings in Q4 2017 and held it in 9 quarters.
Advisory Research's Acushnet Holdings position peaked at $29.8M in Q4 2019.
136 funds tracked by Wall St. Rank held Acushnet Holdings as of Q1 2020.

Based on Advisory Research's 13F filing for Q1 2020, filed 12 May 2020.