Advisory Research’s Ironwood Pharmaceuticals IRWD Stock Holding History

Advisory Research’s Portfolio IRWD Stock Details IRWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-30,854	Closed	-$328K	–	457
2023 Q2	$328K	Buy	30,854 +1,254	+4%	+$13.5K	0.04%	362
2023 Q1	$311K	Sell	29,600 -693	-2%	-$7.76K	0.05%	286
2022 Q4	$375K	Sell	30,293 -44	-0.1%	-$499	0.04%	277
2022 Q3	$314K	Buy	30,337 +203	+0.7%	+$2.3K	0.03%	277
2022 Q2	$347K	Buy	+30,134	New	+$355K	0.03%	266
2017 Q3	–	Sell	-57,815	Closed	-$914K	–	452
2017 Q2	$914K	Buy	+57,815	New	+$840K	0.01%	322

Other funds holding IRWD

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

SCM

Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Advisory Research's IRWD Position: Q3 2023 in Review

Advisory Research sold out of Ironwood Pharmaceuticals (IRWD) in Q3 2023, closing a stake of 30,854 shares — an estimated $328K sold.

Advisory Research first reported a position in IRWD in Q2 2017 and held it in 6 quarters. The position peaked at $914K in Q2 2017. 248 funds tracked by Wall St. Rank hold IRWD as of Q3 2023.

Advisory Research reported no remaining Ironwood Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 30,854 Ironwood Pharmaceuticals shares in Q3 2023, an estimated $328K.
Advisory Research first reported a position in Ironwood Pharmaceuticals in Q2 2017 and held it in 6 quarters.
Advisory Research's Ironwood Pharmaceuticals position peaked at $914K in Q2 2017.
248 funds tracked by Wall St. Rank held Ironwood Pharmaceuticals as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.