Advisory Research’s NuScale Power SMR Stock Holding History

Advisory Research’s Portfolio SMR Stock Details SMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-104,586	Closed	-$1.07M	–	399
2022 Q4	$1.07M	Sell	104,586 -2,278	-2%	-$25.2K	0.1%	154
2022 Q3	$1.25M	Sell	106,864 -34,938	-25%	-$459K	0.12%	129
2022 Q2	$1.42M	Buy	+141,802	New	+$1.42M	0.14%	112

Other funds holding SMR

GFWEX

G.F.W. Energy XII Dallas, Texas $401K AUM 54.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SCP

SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisory Research's SMR Position: Q1 2023 in Review

Advisory Research sold out of NuScale Power (SMR) in Q1 2023, closing a stake of 104,586 shares — an estimated $1.07M sold.

Advisory Research first reported a position in SMR in Q2 2022 and held it in 3 quarters. The position peaked at $1.42M in Q2 2022. 103 funds tracked by Wall St. Rank hold SMR as of Q1 2023.

Advisory Research reported no remaining NuScale Power position as of Q1 2023 after selling out during the quarter.
Advisory Research sold 104,586 NuScale Power shares in Q1 2023, an estimated $1.07M.
Advisory Research first reported a position in NuScale Power in Q2 2022 and held it in 3 quarters.
Advisory Research's NuScale Power position peaked at $1.42M in Q2 2022.
103 funds tracked by Wall St. Rank held NuScale Power as of Q1 2023.

Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.