AR
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Advisory Research’s Itron ITRI Stock Holding History

Advisory Research’s Portfolio ITRI Stock Details ITRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4,972
Closed -$329K – 331
2020
Q2 		$329K Sell
4,972
-12,431
-71% -$792K 0.03% 277
2020
Q1 		$972K Sell
17,403
-11,984
-41% -$911K 0.07% 136
2019
Q4 		$2.47M Buy
29,387
+11,918
+68% +$938K 0.11% 107
2019
Q3 		$1.29M Buy
+17,469
New +$1.18M 0.06% 159
2017
Q4 		– Sell
-26,833
Closed -$2.08M – 423
2017
Q3 		$2.08M Sell
26,833
-1,738
-6% -$126K 0.03% 215
2017
Q2 		$1.94M Buy
28,571
+1,397
+5% +$91.6K 0.03% 228
2017
Q1 		$1.65M Buy
+27,174
New +$1.69M 0.02% 273

Other funds holding ITRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return