Advisory Research’s Sprout Social SPT Stock Holding History

Advisory Research’s Portfolio SPT Stock Details SPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,747	Closed	-$265K	–	483
2023 Q2	$265K	Sell	5,747 -8,631	-60%	-$411K	0.03%	397
2023 Q1	$875K	Sell	14,378 -12,768	-47%	-$782K	0.14%	179
2022 Q4	$1.53M	Sell	27,146 -18,965	-41%	-$1.11M	0.14%	111
2022 Q3	$2.8M	Sell	46,111 -17,147	-27%	-$1.03M	0.27%	69
2022 Q2	$3.67M	Buy	63,258 +18,104	+40%	+$1.05M	0.36%	56
2022 Q1	$3.62M	Buy	45,154 +16,473	+57%	+$1.13M	0.29%	66
2021 Q4	$2.6M	Buy	28,681 +6,076	+27%	+$689K	0.2%	86
2021 Q3	$2.76M	Sell	22,605 -18,300	-45%	-$1.99M	0.18%	107
2021 Q2	$3.66M	Sell	40,905 -12,041	-23%	-$835K	0.24%	100
2021 Q1	$3.06M	Buy	52,946 +17,169	+48%	+$1.08M	0.22%	107
2020 Q4	$1.63M	Buy	35,777 +780	+2%	+$37.2K	0.12%	141
2020 Q3	$1.35M	Buy	34,997 +6,028	+21%	+$191K	0.13%	144
2020 Q2	$782K	Buy	+28,969	New	+$635K	0.07%	198

Other funds holding SPT

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Advisory Research's SPT Position: Q3 2023 in Review

Advisory Research sold out of Sprout Social (SPT) in Q3 2023, closing a stake of 5,747 shares — an estimated $265K sold.

Advisory Research first reported a position in SPT in Q2 2020 and held it in 13 quarters. The position peaked at $3.67M in Q2 2022. 235 funds tracked by Wall St. Rank hold SPT as of Q3 2023.

Advisory Research reported no remaining Sprout Social position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 5,747 Sprout Social shares in Q3 2023, an estimated $265K.
Advisory Research first reported a position in Sprout Social in Q2 2020 and held it in 13 quarters.
Advisory Research's Sprout Social position peaked at $3.67M in Q2 2022.
235 funds tracked by Wall St. Rank held Sprout Social as of Q3 2023.

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