Advisory Research’s Microvast MVST Stock Holding History

Advisory Research’s Portfolio MVST Stock Details MVST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-461,696	Closed	-$873K	–	429
2023 Q3	$873K	Sell	461,696 -30,763	-6%	-$65.9K	0.12%	211
2023 Q2	$788K	Buy	+492,459	New	+$702K	0.1%	232

Other funds holding MVST

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

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

OCAM

Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisory Research's MVST Position: Q4 2023 in Review

Advisory Research sold out of Microvast (MVST) in Q4 2023, closing a stake of 461,696 shares — an estimated $873K sold.

Advisory Research first reported a position in MVST in Q2 2023 and held it in 2 quarters. The position peaked at $873K in Q3 2023. 109 funds tracked by Wall St. Rank hold MVST as of Q4 2023.

Advisory Research reported no remaining Microvast position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 461,696 Microvast shares in Q4 2023, an estimated $873K.
Advisory Research first reported a position in Microvast in Q2 2023 and held it in 2 quarters.
Advisory Research's Microvast position peaked at $873K in Q3 2023.
109 funds tracked by Wall St. Rank held Microvast as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.