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Advisory Research’s Preformed Line Products PLPC Stock Holding History

Advisory Research’s Portfolio PLPC Stock Details PLPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,997
Closed -$401K – 279
2023
Q4 		$401K Sell
2,997
-6,946
-70% -$936K 0.06% 266
2023
Q3 		$1.62M Buy
9,943
+1,427
+17% +$238K 0.22% 129
2023
Q2 		$1.33M Buy
+8,516
New +$1.24M 0.17% 165

Other funds holding PLPC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisory Research's PLPC Position: Q1 2024 in Review

Advisory Research sold out of Preformed Line Products (PLPC) in Q1 2024, closing a stake of 2,997 shares — an estimated $401K sold.

Advisory Research first reported a position in PLPC in Q2 2023 and held it in 3 quarters. The position peaked at $1.62M in Q3 2023. 110 funds tracked by Wall St. Rank hold PLPC as of Q1 2024.

  • Advisory Research reported no remaining Preformed Line Products position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 2,997 Preformed Line Products shares in Q1 2024, an estimated $401K.
  • Advisory Research first reported a position in Preformed Line Products in Q2 2023 and held it in 3 quarters.
  • Advisory Research's Preformed Line Products position peaked at $1.62M in Q3 2023.
  • 110 funds tracked by Wall St. Rank held Preformed Line Products as of Q1 2024.

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