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Advisory Research’s Trupanion TRUP Stock Holding History

Advisory Research’s Portfolio TRUP Stock Details TRUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-65,045
Closed -$2.35M – 361
2019
Q2 		$2.35M Buy
65,045
+17,462
+37% +$574K 0.05% 180
2019
Q1 		$1.56M Buy
+47,583
New +$1.35M 0.03% 203

Other funds holding TRUP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Research's TRUP Position: Q3 2019 in Review

Advisory Research sold out of Trupanion (TRUP) in Q3 2019, closing a stake of 65,045 shares — an estimated $2.35M sold.

Advisory Research first reported a position in TRUP in Q1 2019 and held it in 2 quarters. The position peaked at $2.35M in Q2 2019. 140 funds tracked by Wall St. Rank hold TRUP as of Q3 2019.

  • Advisory Research reported no remaining Trupanion position as of Q3 2019 after selling out during the quarter.
  • Advisory Research sold 65,045 Trupanion shares in Q3 2019, an estimated $2.35M.
  • Advisory Research first reported a position in Trupanion in Q1 2019 and held it in 2 quarters.
  • Advisory Research's Trupanion position peaked at $2.35M in Q2 2019.
  • 140 funds tracked by Wall St. Rank held Trupanion as of Q3 2019.

Based on Advisory Research's 13F filing for Q3 2019, filed 12 Nov 2019.