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Advisory Research’s Onto Innovation ONTO Stock Holding History

Advisory Research’s Portfolio ONTO Stock Details ONTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,446
Closed -$374K – 269
2023
Q4 		$374K Sell
2,446
-7
-0.3% -$942 0.06% 273
2023
Q3 		$313K Buy
+2,453
New +$292K 0.04% 366

Other funds holding ONTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Research's ONTO Position: Q1 2024 in Review

Advisory Research sold out of Onto Innovation (ONTO) in Q1 2024, closing a stake of 2,446 shares — an estimated $374K sold.

Advisory Research first reported a position in ONTO in Q3 2023 and held it in 2 quarters. The position peaked at $374K in Q4 2023. 434 funds tracked by Wall St. Rank hold ONTO as of Q1 2024.

  • Advisory Research reported no remaining Onto Innovation position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 2,446 Onto Innovation shares in Q1 2024, an estimated $374K.
  • Advisory Research first reported a position in Onto Innovation in Q3 2023 and held it in 2 quarters.
  • Advisory Research's Onto Innovation position peaked at $374K in Q4 2023.
  • 434 funds tracked by Wall St. Rank held Onto Innovation as of Q1 2024.

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