AR
LOVE icon

Advisory Research’s LoveSac LOVE Stock Holding History

Advisory Research’s Portfolio LOVE Stock Details LOVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21,389
Closed -$546K – 254
2023
Q4 		$546K Buy
+21,389
New +$429K 0.08% 228
2023
Q3 		– Sell
-55,158
Closed -$1.49M – 460
2023
Q2 		$1.49M Buy
55,158
+23,486
+74% +$599K 0.19% 153
2023
Q1 		$915K Buy
31,672
+10,975
+53% +$290K 0.15% 168
2022
Q4 		$456K Sell
20,697
-6,419
-24% -$144K 0.04% 258
2022
Q3 		$552K Sell
27,116
-95,248
-78% -$2.92M 0.05% 228
2022
Q2 		$3.37M Buy
122,364
+16,468
+16% +$640K 0.33% 60
2022
Q1 		$5.72M Buy
105,896
+4,078
+4% +$196K 0.46% 44
2021
Q4 		$6.75M Sell
101,818
-14,891
-13% -$1.09M 0.53% 44
2021
Q3 		$7.71M Buy
116,709
+13,872
+13% +$869K 0.5% 61
2021
Q2 		$8.21M Sell
102,837
-5,101
-5% -$380K 0.54% 61
2021
Q1 		$6.11M Buy
107,938
+36,709
+52% +$2.03M 0.43% 76
2020
Q4 		$3.07M Buy
+71,229
New +$2.35M 0.23% 98

Other funds holding LOVE

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Advisory Research's LOVE Position: Q1 2024 in Review

Advisory Research sold out of LoveSac (LOVE) in Q1 2024, closing a stake of 21,389 shares — an estimated $546K sold.

Advisory Research first reported a position in LOVE in Q4 2020 and held it in 12 quarters. The position peaked at $8.21M in Q2 2021. 124 funds tracked by Wall St. Rank hold LOVE as of Q1 2024.

  • Advisory Research reported no remaining LoveSac position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 21,389 LoveSac shares in Q1 2024, an estimated $546K.
  • Advisory Research first reported a position in LoveSac in Q4 2020 and held it in 12 quarters.
  • Advisory Research's LoveSac position peaked at $8.21M in Q2 2021.
  • 124 funds tracked by Wall St. Rank held LoveSac as of Q1 2024.

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