Advisory Research’s POSCO PKX Stock Holding History

Advisory Research’s Portfolio PKX Stock Details PKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-19,102	Closed	-$901K	–	331
2019 Q3	$901K	Hold	19,102	–	–	0.04%	202
2019 Q2	$1.01M	Buy	+19,102	New	+$1.02M	0.02%	252
2018 Q4	–	Sell	-16,017	Closed	-$1.06M	–	387
2018 Q3	$1.06M	Hold	16,017	–	–	0.02%	256
2018 Q2	$1.19M	Hold	16,017	–	–	0.02%	256
2018 Q1	$1.26M	Hold	16,017	–	–	0.02%	253
2017 Q4	$1.25M	Hold	16,017	–	–	0.02%	258
2017 Q3	$1.11M	Buy	+16,017	New	+$1.15M	0.02%	292

Other funds holding PKX

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

Advisory Research's PKX Position: Q4 2019 in Review

Advisory Research sold out of POSCO (PKX) in Q4 2019, closing a stake of 19,102 shares — an estimated $901K sold.

Advisory Research first reported a position in PKX in Q3 2017 and held it in 7 quarters. The position peaked at $1.26M in Q1 2018. 152 funds tracked by Wall St. Rank hold PKX as of Q4 2019.

Advisory Research reported no remaining POSCO position as of Q4 2019 after selling out during the quarter.
Advisory Research sold 19,102 POSCO shares in Q4 2019, an estimated $901K.
Advisory Research first reported a position in POSCO in Q3 2017 and held it in 7 quarters.
Advisory Research's POSCO position peaked at $1.26M in Q1 2018.
152 funds tracked by Wall St. Rank held POSCO as of Q4 2019.

Based on Advisory Research's 13F filing for Q4 2019, filed 11 Feb 2020.