Advisory Research’s Scholar Rock SRRK Stock Holding History

Advisory Research’s Portfolio SRRK Stock Details SRRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-16,582	Closed	-$312K	–	298
2023 Q4	$312K	Buy	+16,582	New	+$206K	0.05%	289

Other funds holding SRRK

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

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

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

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

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

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Advisory Research's SRRK Position: Q1 2024 in Review

Advisory Research sold out of Scholar Rock (SRRK) in Q1 2024, closing a stake of 16,582 shares — an estimated $312K sold.

Advisory Research first reported a position in SRRK in Q4 2023 and held it in 1 quarter. The position peaked at $312K in Q4 2023. 160 funds tracked by Wall St. Rank hold SRRK as of Q1 2024.

Advisory Research reported no remaining Scholar Rock position as of Q1 2024 after selling out during the quarter.
Advisory Research sold 16,582 Scholar Rock shares in Q1 2024, an estimated $312K.
Advisory Research first reported a position in Scholar Rock in Q4 2023 and held it in 1 quarter.
Advisory Research's Scholar Rock position peaked at $312K in Q4 2023.
160 funds tracked by Wall St. Rank held Scholar Rock as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.