AR
SLP

Advisory Research’s Simulations Plus SLP Stock Holding History

Advisory Research’s Portfolio SLP Stock Details SLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,128
Closed -$489K – 483
2023
Q1 		$489K Buy
+11,128
New +$446K 0.08% 246
2022
Q4 		– Sell
-15,325
Closed -$744K – 401
2022
Q3 		$744K Buy
+15,325
New +$895K 0.07% 190
2019
Q4 		– Sell
-7,565
Closed -$263K – 337
2019
Q3 		$263K Buy
+7,565
New +$266K 0.01% 297

Other funds holding SLP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisory Research's SLP Position: Q2 2023 in Review

Advisory Research sold out of Simulations Plus (SLP) in Q2 2023, closing a stake of 11,128 shares — an estimated $489K sold.

Advisory Research first reported a position in SLP in Q3 2019 and held it in 3 quarters. The position peaked at $744K in Q3 2022. 155 funds tracked by Wall St. Rank hold SLP as of Q2 2023.

  • Advisory Research reported no remaining Simulations Plus position as of Q2 2023 after selling out during the quarter.
  • Advisory Research sold 11,128 Simulations Plus shares in Q2 2023, an estimated $489K.
  • Advisory Research first reported a position in Simulations Plus in Q3 2019 and held it in 3 quarters.
  • Advisory Research's Simulations Plus position peaked at $744K in Q3 2022.
  • 155 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2023.

Based on Advisory Research's 13F filing for Q2 2023, filed 14 Aug 2023.