Advisory Research’s Howmet Aerospace HWM Stock Holding History

Advisory Research’s Portfolio HWM Stock Details HWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,314	Closed	-$209K	–	380
2022 Q4	$209K	Buy	+5,314	New	+$194K	0.02%	333
2020 Q1	–	Sell	-19,800	Closed	-$467K	–	311
2019 Q4	$467K	Sell	19,800 -235	-1%	-$5.25K	0.02%	246
2019 Q3	$399K	Sell	20,035 -4,732	-19%	-$93.2K	0.02%	269
2019 Q2	$490K	Buy	+24,767	New	+$418K	0.01%	305

Other funds holding HWM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisory Research's HWM Position: Q1 2023 in Review

Advisory Research sold out of Howmet Aerospace (HWM) in Q1 2023, closing a stake of 5,314 shares — an estimated $209K sold.

Advisory Research first reported a position in HWM in Q2 2019 and held it in 4 quarters. The position peaked at $490K in Q2 2019. 567 funds tracked by Wall St. Rank hold HWM as of Q1 2023.

Advisory Research reported no remaining Howmet Aerospace position as of Q1 2023 after selling out during the quarter.
Advisory Research sold 5,314 Howmet Aerospace shares in Q1 2023, an estimated $209K.
Advisory Research first reported a position in Howmet Aerospace in Q2 2019 and held it in 4 quarters.
Advisory Research's Howmet Aerospace position peaked at $490K in Q2 2019.
567 funds tracked by Wall St. Rank held Howmet Aerospace as of Q1 2023.

Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.