Advisory Research’s Trade Desk TTD Stock Holding History

Advisory Research’s Portfolio TTD Stock Details TTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-13,290	Closed	-$256K	–	349
2020 Q1	$256K	Sell	13,290 -870	-6%	-$22.5K	0.02%	256
2019 Q4	$368K	Buy	+14,160	New	+$319K	0.02%	267
2019 Q3	–	Sell	-66,410	Closed	-$1.51M	–	362
2019 Q2	$1.51M	Sell	66,410 -50,710	-43%	-$1.09M	0.03%	210
2019 Q1	$2.32M	Buy	117,120 +38,660	+49%	+$633K	0.04%	169
2018 Q4	$911K	Buy	+78,460	New	+$982K	0.02%	246

Other funds holding TTD

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Advisory Research's TTD Position: Q2 2020 in Review

Advisory Research sold out of Trade Desk (TTD) in Q2 2020, closing a stake of 13,290 shares — an estimated $256K sold.

Advisory Research first reported a position in TTD in Q4 2018 and held it in 5 quarters. The position peaked at $2.32M in Q1 2019. 549 funds tracked by Wall St. Rank hold TTD as of Q2 2020.

Advisory Research reported no remaining Trade Desk position as of Q2 2020 after selling out during the quarter.
Advisory Research sold 13,290 Trade Desk shares in Q2 2020, an estimated $256K.
Advisory Research first reported a position in Trade Desk in Q4 2018 and held it in 5 quarters.
Advisory Research's Trade Desk position peaked at $2.32M in Q1 2019.
549 funds tracked by Wall St. Rank held Trade Desk as of Q2 2020.

Based on Advisory Research's 13F filing for Q2 2020, filed 13 Aug 2020.