Advisory Research’s Chart Industries GTLS Stock Holding History

Advisory Research’s Portfolio GTLS Stock Details GTLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,942	Closed	-$667K	–	388
2023 Q3	$667K	Buy	+3,942	New	+$663K	0.09%	239
2022 Q1	–	Sell	-2,027	Closed	-$323K	–	413
2021 Q4	$323K	Sell	2,027 -582	-22%	-$103K	0.03%	279
2021 Q3	$499K	Buy	+2,609	New	+$449K	0.03%	248
2019 Q4	–	Sell	-12,281	Closed	-$766K	–	318
2019 Q3	$766K	Sell	12,281 -5,359	-30%	-$363K	0.04%	216
2019 Q2	$1.36M	Sell	17,640 -15,285	-46%	-$1.26M	0.03%	225
2019 Q1	$2.98M	Sell	32,925 -12,456	-27%	-$1.01M	0.06%	154
2018 Q4	$2.95M	Sell	45,381 -7,057	-13%	-$466K	0.06%	158
2018 Q3	$4.11M	Sell	52,438 -17,461	-25%	-$1.29M	0.07%	152
2018 Q2	$4.31M	Sell	69,899 -2,196	-3%	-$138K	0.07%	159
2018 Q1	$4.26M	Buy	72,095 +18,209	+34%	+$979K	0.08%	152
2017 Q4	$2.52M	Buy	+53,886	New	+$2.4M	0.04%	195

Other funds holding GTLS

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Advisory Research's GTLS Position: Q4 2023 in Review

Advisory Research sold out of Chart Industries (GTLS) in Q4 2023, closing a stake of 3,942 shares — an estimated $667K sold.

Advisory Research first reported a position in GTLS in Q4 2017 and held it in 11 quarters. The position peaked at $4.31M in Q2 2018. 433 funds tracked by Wall St. Rank hold GTLS as of Q4 2023.

Advisory Research reported no remaining Chart Industries position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 3,942 Chart Industries shares in Q4 2023, an estimated $667K.
Advisory Research first reported a position in Chart Industries in Q4 2017 and held it in 11 quarters.
Advisory Research's Chart Industries position peaked at $4.31M in Q2 2018.
433 funds tracked by Wall St. Rank held Chart Industries as of Q4 2023.

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