AR
NOA

Advisory Research’s North American Construction NOA Stock Holding History

Advisory Research’s Portfolio NOA Stock Details NOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-33,660
Closed -$731K – 434
2023
Q3 		$731K Buy
+33,660
New +$760K 0.1% 227

Other funds holding NOA

CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Advisory Research's NOA Position: Q4 2023 in Review

Advisory Research sold out of North American Construction (NOA) in Q4 2023, closing a stake of 33,660 shares — an estimated $731K sold.

Advisory Research first reported a position in NOA in Q3 2023 and held it in 1 quarter. The position peaked at $731K in Q3 2023. 94 funds tracked by Wall St. Rank hold NOA as of Q4 2023.

  • Advisory Research reported no remaining North American Construction position as of Q4 2023 after selling out during the quarter.
  • Advisory Research sold 33,660 North American Construction shares in Q4 2023, an estimated $731K.
  • Advisory Research first reported a position in North American Construction in Q3 2023 and held it in 1 quarter.
  • Advisory Research's North American Construction position peaked at $731K in Q3 2023.
  • 94 funds tracked by Wall St. Rank held North American Construction as of Q4 2023.

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