Advisory Research’s SEACOR Marine Holdings SMHI Stock Holding History

Advisory Research’s Portfolio SMHI Stock Details SMHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-22,508	Closed	-$312K	–	464
2023 Q3	$312K	Buy	+22,508	New	+$273K	0.04%	368

Other funds holding SMHI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

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

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

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

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

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's SMHI Position: Q4 2023 in Review

Advisory Research sold out of SEACOR Marine Holdings (SMHI) in Q4 2023, closing a stake of 22,508 shares — an estimated $312K sold.

Advisory Research first reported a position in SMHI in Q3 2023 and held it in 1 quarter. The position peaked at $312K in Q3 2023. 82 funds tracked by Wall St. Rank hold SMHI as of Q4 2023.

Advisory Research reported no remaining SEACOR Marine Holdings position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 22,508 SEACOR Marine Holdings shares in Q4 2023, an estimated $312K.
Advisory Research first reported a position in SEACOR Marine Holdings in Q3 2023 and held it in 1 quarter.
Advisory Research's SEACOR Marine Holdings position peaked at $312K in Q3 2023.
82 funds tracked by Wall St. Rank held SEACOR Marine Holdings as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.