Advisory Research’s Titan International TWI Stock Holding History

Advisory Research’s Portfolio TWI Stock Details TWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-17,832	Closed	-$239K	–	475
2023 Q3	$239K	Buy	+17,832	New	+$217K	0.03%	404
2023 Q2	–	Sell	-39,579	Closed	-$415K	–	493
2023 Q1	$415K	Sell	39,579 -113,529	-74%	-$1.61M	0.07%	264
2022 Q4	$2.35M	Sell	153,108 -21,859	-12%	-$312K	0.22%	74
2022 Q3	$2.13M	Sell	174,967 -75,544	-30%	-$1.08M	0.21%	85
2022 Q2	$3.78M	Sell	250,511 -5,940	-2%	-$95.9K	0.37%	53
2022 Q1	$3.78M	Buy	256,451 +208,048	+430%	+$2.43M	0.3%	62
2021 Q4	$530K	Buy	48,403 +7,099	+17%	+$55.7K	0.04%	250
2021 Q3	$296K	Sell	41,304 -178,554	-81%	-$1.41M	0.02%	298
2021 Q2	$1.86M	Buy	219,858 +92,015	+72%	+$897K	0.12%	142
2021 Q1	$1.19M	Buy	+127,843	New	+$1M	0.08%	185

Other funds holding TWI

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

MFM

MHR Fund Management New York $1.92B AUM 119.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JAFL

Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SCA

STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return

Advisory Research's TWI Position: Q4 2023 in Review

Advisory Research sold out of Titan International (TWI) in Q4 2023, closing a stake of 17,832 shares — an estimated $239K sold.

Advisory Research first reported a position in TWI in Q1 2021 and held it in 10 quarters. The position peaked at $3.78M in Q2 2022. 179 funds tracked by Wall St. Rank hold TWI as of Q4 2023.

Advisory Research reported no remaining Titan International position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 17,832 Titan International shares in Q4 2023, an estimated $239K.
Advisory Research first reported a position in Titan International in Q1 2021 and held it in 10 quarters.
Advisory Research's Titan International position peaked at $3.78M in Q2 2022.
179 funds tracked by Wall St. Rank held Titan International as of Q4 2023.

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