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Advisory Research’s Ivanhoe Electric IE Stock Holding History

Advisory Research’s Portfolio IE Stock Details IE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-54,845
Closed -$553K – 234
2023
Q4 		$553K Buy
54,845
+11,381
+26% +$120K 0.09% 226
2023
Q3 		$517K Sell
43,464
-8,250
-16% -$124K 0.07% 272
2023
Q2 		$674K Sell
51,714
-3,489
-6% -$44.1K 0.09% 256
2023
Q1 		$671K Buy
55,203
+7,188
+15% +$96.3K 0.11% 213
2022
Q4 		$583K Buy
+48,015
New +$503K 0.05% 233

Other funds holding IE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
ORPU
Orion Resource Partners (USA) New York $333M AUM 13.37% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return

Advisory Research's IE Position: Q1 2024 in Review

Advisory Research sold out of Ivanhoe Electric (IE) in Q1 2024, closing a stake of 54,845 shares — an estimated $553K sold.

Advisory Research first reported a position in IE in Q4 2022 and held it in 5 quarters. The position peaked at $674K in Q2 2023. 104 funds tracked by Wall St. Rank hold IE as of Q1 2024.

  • Advisory Research reported no remaining Ivanhoe Electric position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 54,845 Ivanhoe Electric shares in Q1 2024, an estimated $553K.
  • Advisory Research first reported a position in Ivanhoe Electric in Q4 2022 and held it in 5 quarters.
  • Advisory Research's Ivanhoe Electric position peaked at $674K in Q2 2023.
  • 104 funds tracked by Wall St. Rank held Ivanhoe Electric as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.