Advisory Research’s Porch Group PRCH Stock Holding History

Advisory Research’s Portfolio PRCH Stock Details PRCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-17,266	Closed	-$305K	–	377
2021 Q3	$305K	Sell	17,266 -98,342	-85%	-$1.85M	0.02%	294
2021 Q2	$2.24M	Buy	+115,608	New	+$1.91M	0.15%	126

Other funds holding PRCH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

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

OAM

Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Advisory Research's PRCH Position: Q4 2021 in Review

Advisory Research sold out of Porch Group (PRCH) in Q4 2021, closing a stake of 17,266 shares — an estimated $305K sold.

Advisory Research first reported a position in PRCH in Q2 2021 and held it in 2 quarters. The position peaked at $2.24M in Q2 2021. 139 funds tracked by Wall St. Rank hold PRCH as of Q4 2021.

Advisory Research reported no remaining Porch Group position as of Q4 2021 after selling out during the quarter.
Advisory Research sold 17,266 Porch Group shares in Q4 2021, an estimated $305K.
Advisory Research first reported a position in Porch Group in Q2 2021 and held it in 2 quarters.
Advisory Research's Porch Group position peaked at $2.24M in Q2 2021.
139 funds tracked by Wall St. Rank held Porch Group as of Q4 2021.

Based on Advisory Research's 13F filing for Q4 2021, filed 11 Feb 2022.