Advisory Research’s Presidio, Inc. Common Stock PSDO Stock Holding History

Advisory Research’s Portfolio PSDO Stock Details PSDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-356,547	Closed	-$4.65M	–	398
2018 Q4	$4.65M	Sell	356,547 -617,984	-63%	-$8.55M	0.1%	130
2018 Q3	$14.9M	Sell	974,531 -12,185	-1%	-$181K	0.24%	104
2018 Q2	$12.9M	Buy	986,716 +131,156	+15%	+$1.91M	0.21%	116
2018 Q1	$13.4M	Buy	+855,560	New	+$14.3M	0.24%	103

Other funds holding PSDO

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Advisory Research's PSDO Position: Q1 2019 in Review

Advisory Research sold out of Presidio, Inc. Common Stock (PSDO) in Q1 2019, closing a stake of 356,547 shares — an estimated $4.65M sold.

Advisory Research first reported a position in PSDO in Q1 2018 and held it in 4 quarters. The position peaked at $14.9M in Q3 2018. 129 funds tracked by Wall St. Rank hold PSDO as of Q1 2019.

Advisory Research reported no remaining Presidio, Inc. Common Stock position as of Q1 2019 after selling out during the quarter.
Advisory Research sold 356,547 Presidio, Inc. Common Stock shares in Q1 2019, an estimated $4.65M.
Advisory Research first reported a position in Presidio, Inc. Common Stock in Q1 2018 and held it in 4 quarters.
Advisory Research's Presidio, Inc. Common Stock position peaked at $14.9M in Q3 2018.
129 funds tracked by Wall St. Rank held Presidio, Inc. Common Stock as of Q1 2019.

Based on Advisory Research's 13F filing for Q1 2019, filed 15 May 2019.