Advisory Research’s MP Materials MP Stock Holding History

Advisory Research’s Portfolio MP Stock Details MP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-17,859	Closed	-$503K	–	468
2023 Q1	$503K	Buy	17,859 +6,362	+55%	+$192K	0.08%	244
2022 Q4	$279K	Buy	+11,497	New	+$348K	0.03%	308
2022 Q3	–	Sell	-53,353	Closed	-$1.71M	–	384
2022 Q2	$1.71M	Sell	53,353 -12,457	-19%	-$503K	0.17%	97
2022 Q1	$3.77M	Buy	+65,810	New	+$2.9M	0.3%	63

Other funds holding MP

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

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

QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisory Research's MP Position: Q2 2023 in Review

Advisory Research sold out of MP Materials (MP) in Q2 2023, closing a stake of 17,859 shares — an estimated $503K sold.

Advisory Research first reported a position in MP in Q1 2022 and held it in 4 quarters. The position peaked at $3.77M in Q1 2022. 388 funds tracked by Wall St. Rank hold MP as of Q2 2023.

Advisory Research reported no remaining MP Materials position as of Q2 2023 after selling out during the quarter.
Advisory Research sold 17,859 MP Materials shares in Q2 2023, an estimated $503K.
Advisory Research first reported a position in MP Materials in Q1 2022 and held it in 4 quarters.
Advisory Research's MP Materials position peaked at $3.77M in Q1 2022.
388 funds tracked by Wall St. Rank held MP Materials as of Q2 2023.

Based on Advisory Research's 13F filing for Q2 2023, filed 14 Aug 2023.