Advisory Research’s Thryv Holdings THRY Stock Holding History

Advisory Research’s Portfolio THRY Stock Details THRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-27,603	Closed	-$518K	–	471
2023 Q3	$518K	Sell	27,603 -97,723	-78%	-$2.17M	0.07%	271
2023 Q2	$3.08M	Buy	125,326 +19,062	+18%	+$443K	0.4%	65
2023 Q1	$2.45M	Buy	106,264 +41,209	+63%	+$922K	0.4%	64
2022 Q4	$1.24M	Buy	+65,055	New	+$1.27M	0.12%	128

Other funds holding THRY

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

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

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

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Samjo Management New York $231M AUM 13.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AAM

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

Advisory Research's THRY Position: Q4 2023 in Review

Advisory Research sold out of Thryv Holdings (THRY) in Q4 2023, closing a stake of 27,603 shares — an estimated $518K sold.

Advisory Research first reported a position in THRY in Q4 2022 and held it in 4 quarters. The position peaked at $3.08M in Q2 2023. 135 funds tracked by Wall St. Rank hold THRY as of Q4 2023.

Advisory Research reported no remaining Thryv Holdings position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 27,603 Thryv Holdings shares in Q4 2023, an estimated $518K.
Advisory Research first reported a position in Thryv Holdings in Q4 2022 and held it in 4 quarters.
Advisory Research's Thryv Holdings position peaked at $3.08M in Q2 2023.
135 funds tracked by Wall St. Rank held Thryv Holdings as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.