Advisory Research’s PotlatchDeltic PCH Stock Holding History

Advisory Research’s Portfolio PCH Stock Details PCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,500	Closed	-$237K	–	417
2022 Q1	$237K	Sell	4,500 -33,992	-88%	-$1.85M	0.02%	326
2021 Q4	$2.32M	Sell	38,492 -172,848	-82%	-$9.69M	0.18%	100
2021 Q3	$10.9M	Sell	211,340 -17,592	-8%	-$918K	0.7%	47
2021 Q2	$12.2M	Sell	228,932 -20,001	-8%	-$1.15M	0.8%	36
2021 Q1	$13.2M	Sell	248,933 -29,848	-11%	-$1.54M	0.93%	34
2020 Q4	$13.9M	Sell	278,781 -54,044	-16%	-$2.49M	1.02%	29
2020 Q3	$14M	Sell	332,825 -20,990	-6%	-$897K	1.37%	19
2020 Q2	$13.5M	Sell	353,815 -547,780	-61%	-$18.5M	1.2%	26
2020 Q1	$28.3M	Buy	901,595 +205,919	+30%	+$7.98M	1.96%	12
2019 Q4	$30.1M	Buy	695,676 +79,985	+13%	+$3.41M	1.38%	23
2019 Q3	$25.3M	Buy	615,691 +239,701	+64%	+$9.3M	1.22%	29
2019 Q2	$14.7M	Buy	+375,990	New	+$14.1M	0.29%	92

Other funds holding PCH

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisory Research's PCH Position: Q2 2022 in Review

Advisory Research sold out of PotlatchDeltic (PCH) in Q2 2022, closing a stake of 4,500 shares — an estimated $237K sold.

Advisory Research first reported a position in PCH in Q2 2019 and held it in 12 quarters. The position peaked at $30.1M in Q4 2019. 321 funds tracked by Wall St. Rank hold PCH as of Q2 2022.

Advisory Research reported no remaining PotlatchDeltic position as of Q2 2022 after selling out during the quarter.
Advisory Research sold 4,500 PotlatchDeltic shares in Q2 2022, an estimated $237K.
Advisory Research first reported a position in PotlatchDeltic in Q2 2019 and held it in 12 quarters.
Advisory Research's PotlatchDeltic position peaked at $30.1M in Q4 2019.
321 funds tracked by Wall St. Rank held PotlatchDeltic as of Q2 2022.

Based on Advisory Research's 13F filing for Q2 2022, filed 15 Aug 2022.