Advisory Research’s RELX RELX Stock Holding History

Advisory Research’s Portfolio RELX Stock Details RELX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-17,127	Closed	-$573K	–	473
2023 Q2	$573K	Buy	17,127 +4,182	+32%	+$135K	0.07%	273
2023 Q1	$420K	Buy	12,945 +3,230	+33%	+$96.9K	0.07%	260
2022 Q4	$269K	Buy	9,715 +578	+6%	+$15.6K	0.03%	313
2022 Q3	$222K	Sell	9,137 -4,401	-33%	-$119K	0.02%	301
2022 Q2	$365K	Buy	13,538 +144	+1%	+$4.15K	0.04%	260
2022 Q1	$417K	Buy	13,394 +2,419	+22%	+$73.2K	0.03%	266
2021 Q4	$358K	Sell	10,975 -23	-0.2%	-$716	0.03%	275
2021 Q3	$317K	Buy	10,998 +1,431	+15%	+$42.2K	0.02%	291
2021 Q2	$255K	Hold	9,567	–	–	0.02%	315
2021 Q1	$241K	Sell	9,567 -12,135	-56%	-$302K	0.02%	316
2020 Q4	$536K	Sell	21,702 -134,529	-86%	-$3.08M	0.04%	255
2020 Q3	$3.5M	Sell	156,231 -4,206	-3%	-$95K	0.34%	80
2020 Q2	$3.78M	Buy	160,437 +149,614	+1,382%	+$3.42M	0.34%	80
2020 Q1	$232K	Sell	10,823 -513	-5%	-$12.5K	0.02%	262
2019 Q4	$286K	Buy	+11,336	New	+$271K	0.01%	288

Other funds holding RELX

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Fidelity Investments

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return