Advisory Research’s SmartRent SMRT Stock Holding History

Advisory Research’s Portfolio SMRT Stock Details SMRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-187,986	Closed	-$720K	–	479
2023 Q2	$720K	Buy	+187,986	New	+$574K	0.09%	247

Other funds holding SMRT

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

AAM

ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return

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

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

OWIM

Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return

LBIM

Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return

Advisory Research's SMRT Position: Q3 2023 in Review

Advisory Research sold out of SmartRent (SMRT) in Q3 2023, closing a stake of 187,986 shares — an estimated $720K sold.

Advisory Research first reported a position in SMRT in Q2 2023 and held it in 1 quarter. The position peaked at $720K in Q2 2023. 114 funds tracked by Wall St. Rank hold SMRT as of Q3 2023.

Advisory Research reported no remaining SmartRent position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 187,986 SmartRent shares in Q3 2023, an estimated $720K.
Advisory Research first reported a position in SmartRent in Q2 2023 and held it in 1 quarter.
Advisory Research's SmartRent position peaked at $720K in Q2 2023.
114 funds tracked by Wall St. Rank held SmartRent as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.