Advisory Research’s Stellantis STLA Stock Holding History

Advisory Research’s Portfolio STLA Stock Details STLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,920	Closed	-$217K	–	165
2024 Q2	$217K	Buy	10,920 +3,556	+48%	+$82.3K	0.04%	155
2024 Q1	$208K	Sell	7,364 -22,651	-75%	-$564K	0.04%	151
2023 Q4	$700K	Buy	30,015 +1,326	+5%	+$27.4K	0.11%	196
2023 Q3	$549K	Sell	28,689 -7,492	-21%	-$140K	0.08%	264
2023 Q2	$635K	Buy	36,181 +8,384	+30%	+$141K	0.08%	261
2023 Q1	$506K	Buy	27,797 +6,868	+33%	+$115K	0.08%	243
2022 Q4	$297K	Buy	20,929 +1,098	+6%	+$15.3K	0.03%	300
2022 Q3	$235K	Buy	+19,831	New	+$266K	0.02%	294
2022 Q2	–	Sell	-10,200	Closed	-$166K	–	425
2022 Q1	$166K	Sell	10,200 -675,764	-99%	-$12.4M	0.01%	344
2021 Q4	$12.9M	Sell	685,964 -11,575	-2%	-$223K	1.01%	24
2021 Q3	$13.3M	Buy	697,539 +2,629	+0.4%	+$52K	0.86%	36
2021 Q2	$13.7M	Sell	694,910 -1,415	-0.2%	-$26.6K	0.9%	30
2021 Q1	$12.4M	Buy	+696,325	New	+$11.7M	0.87%	37

Other funds holding STLA

Bpifrance Maisons Alfort, Cedex, France $1.65B AUM 19.85% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return