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Advisory Research’s Newmark Group NMRK Stock Holding History

Advisory Research’s Portfolio NMRK Stock Details NMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-154,080
Closed -$991K – 433
2023
Q3 		$991K Buy
+154,080
New +$1.07M 0.14% 195

Other funds holding NMRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Research's NMRK Position: Q4 2023 in Review

Advisory Research sold out of Newmark Group (NMRK) in Q4 2023, closing a stake of 154,080 shares — an estimated $991K sold.

Advisory Research first reported a position in NMRK in Q3 2023 and held it in 1 quarter. The position peaked at $991K in Q3 2023. 220 funds tracked by Wall St. Rank hold NMRK as of Q4 2023.

  • Advisory Research reported no remaining Newmark Group position as of Q4 2023 after selling out during the quarter.
  • Advisory Research sold 154,080 Newmark Group shares in Q4 2023, an estimated $991K.
  • Advisory Research first reported a position in Newmark Group in Q3 2023 and held it in 1 quarter.
  • Advisory Research's Newmark Group position peaked at $991K in Q3 2023.
  • 220 funds tracked by Wall St. Rank held Newmark Group as of Q4 2023.

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