Advisory Research’s MaxCyte MXCT Stock Holding History

Advisory Research’s Portfolio MXCT Stock Details MXCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-42,846	Closed	-$201K	–	264
2023 Q4	$201K	Buy	+42,846	New	+$167K	0.03%	322
2023 Q1	–	Sell	-27,204	Closed	-$149K	–	389
2022 Q4	$149K	Sell	27,204 -8,206	-23%	-$50.3K	0.01%	342
2022 Q3	$230K	Buy	+35,410	New	+$198K	0.02%	296

Other funds holding MXCT

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

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Vitruvian Partners London, United Kingdom $112M AUM 2.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

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

Advisory Research's MXCT Position: Q1 2024 in Review

Advisory Research sold out of MaxCyte (MXCT) in Q1 2024, closing a stake of 42,846 shares — an estimated $201K sold.

Advisory Research first reported a position in MXCT in Q3 2022 and held it in 3 quarters. The position peaked at $230K in Q3 2022. 123 funds tracked by Wall St. Rank hold MXCT as of Q1 2024.

Advisory Research reported no remaining MaxCyte position as of Q1 2024 after selling out during the quarter.
Advisory Research sold 42,846 MaxCyte shares in Q1 2024, an estimated $201K.
Advisory Research first reported a position in MaxCyte in Q3 2022 and held it in 3 quarters.
Advisory Research's MaxCyte position peaked at $230K in Q3 2022.
123 funds tracked by Wall St. Rank held MaxCyte as of Q1 2024.

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