Advisory Research’s Joby Aviation JOBY Stock Holding History

Advisory Research’s Portfolio JOBY Stock Details JOBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-27,626	Closed	-$184K	–	243
2023 Q4	$184K	Buy	+27,626	New	+$170K	0.03%	323

Other funds holding JOBY

TMC

Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

CIG

Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return

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

Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return

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

8GI

8VC GP I Austin, Texas $39.6M AUM 36.39% 1-Year Est. Return

DAL

Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's JOBY Position: Q1 2024 in Review

Advisory Research sold out of Joby Aviation (JOBY) in Q1 2024, closing a stake of 27,626 shares — an estimated $184K sold.

Advisory Research first reported a position in JOBY in Q4 2023 and held it in 1 quarter. The position peaked at $184K in Q4 2023. 235 funds tracked by Wall St. Rank hold JOBY as of Q1 2024.

Advisory Research reported no remaining Joby Aviation position as of Q1 2024 after selling out during the quarter.
Advisory Research sold 27,626 Joby Aviation shares in Q1 2024, an estimated $184K.
Advisory Research first reported a position in Joby Aviation in Q4 2023 and held it in 1 quarter.
Advisory Research's Joby Aviation position peaked at $184K in Q4 2023.
235 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2024.

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