Advisory Research’s SoundThinking SSTI Stock Holding History

Advisory Research’s Portfolio SSTI Stock Details SSTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-24,322	Closed	-$956K	–	487
2023 Q1	$956K	Sell	24,322 -4,272	-15%	-$154K	0.16%	160
2022 Q4	$967K	Buy	28,594 +17,545	+159%	+$587K	0.09%	166
2022 Q3	$318K	Buy	+11,049	New	+$347K	0.03%	275
2019 Q3	–	Sell	-23,092	Closed	-$1.02M	–	357
2019 Q2	$1.02M	Buy	+23,092	New	+$1.08M	0.02%	251

Other funds holding SSTI

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

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

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

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

Advisory Research's SSTI Position: Q2 2023 in Review

Advisory Research sold out of SoundThinking (SSTI) in Q2 2023, closing a stake of 24,322 shares — an estimated $956K sold.

Advisory Research first reported a position in SSTI in Q2 2019 and held it in 4 quarters. The position peaked at $1.02M in Q2 2019. 75 funds tracked by Wall St. Rank hold SSTI as of Q2 2023.

Advisory Research reported no remaining SoundThinking position as of Q2 2023 after selling out during the quarter.
Advisory Research sold 24,322 SoundThinking shares in Q2 2023, an estimated $956K.
Advisory Research first reported a position in SoundThinking in Q2 2019 and held it in 4 quarters.
Advisory Research's SoundThinking position peaked at $1.02M in Q2 2019.
75 funds tracked by Wall St. Rank held SoundThinking as of Q2 2023.

Based on Advisory Research's 13F filing for Q2 2023, filed 14 Aug 2023.