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Advisory Research’s Urban Outfitters URBN Stock Holding History

Advisory Research’s Portfolio URBN Stock Details URBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-17,330
Closed -$619K – 318
2023
Q4 		$619K Buy
+17,330
New +$603K 0.1% 212
2014
Q2 		– Sell
-1,847
Closed -$67K – 659
2014
Q1 		$67K Buy
+1,847
New +$67.3K ﹤0.01% 672

Other funds holding URBN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's URBN Position: Q1 2024 in Review

Advisory Research sold out of Urban Outfitters (URBN) in Q1 2024, closing a stake of 17,330 shares — an estimated $619K sold.

Advisory Research first reported a position in URBN in Q1 2014 and held it in 2 quarters. The position peaked at $619K in Q4 2023. 305 funds tracked by Wall St. Rank hold URBN as of Q1 2024.

  • Advisory Research reported no remaining Urban Outfitters position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 17,330 Urban Outfitters shares in Q1 2024, an estimated $619K.
  • Advisory Research first reported a position in Urban Outfitters in Q1 2014 and held it in 2 quarters.
  • Advisory Research's Urban Outfitters position peaked at $619K in Q4 2023.
  • 305 funds tracked by Wall St. Rank held Urban Outfitters as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.