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Advisory Research’s Vicor VICR Stock Holding History

Advisory Research’s Portfolio VICR Stock Details VICR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-21,021
Closed -$1.14M – 496
2023
Q2 		$1.14M Buy
+21,021
New +$1.04M 0.15% 185
2022
Q4 		– Sell
-8,567
Closed -$507K – 403
2022
Q3 		$507K Sell
8,567
-4,303
-33% -$284K 0.05% 237
2022
Q2 		$704K Sell
12,870
-9,331
-42% -$579K 0.07% 190
2022
Q1 		$1.57M Sell
22,201
-26,158
-54% -$2.35M 0.13% 130
2021
Q4 		$6.14M Sell
48,359
-5,377
-10% -$761K 0.48% 47
2021
Q3 		$7.21M Buy
53,736
+19,718
+58% +$2.36M 0.46% 64
2021
Q2 		$3.6M Sell
34,018
-6,236
-15% -$555K 0.24% 101
2021
Q1 		$3.42M Sell
40,254
-3,472
-8% -$327K 0.24% 98
2020
Q4 		$4.03M Buy
43,726
+18,272
+72% +$1.53M 0.3% 85
2020
Q3 		$1.98M Sell
25,454
-11,755
-32% -$935K 0.19% 108
2020
Q2 		$2.68M Buy
37,209
+11,392
+44% +$640K 0.24% 100
2020
Q1 		$1.15M Buy
25,817
+1,366
+6% +$64.8K 0.08% 121
2019
Q4 		$1.14M Buy
+24,451
New +$931K 0.05% 175
2019
Q1 		– Sell
-35,326
Closed -$1.33M – 382
2018
Q4 		$1.33M Buy
+35,326
New +$1.29M 0.03% 210

Other funds holding VICR

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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Advisory Research's VICR Position: Q3 2023 in Review

Advisory Research sold out of Vicor (VICR) in Q3 2023, closing a stake of 21,021 shares — an estimated $1.14M sold.

Advisory Research first reported a position in VICR in Q4 2018 and held it in 14 quarters. The position peaked at $7.21M in Q3 2021. 226 funds tracked by Wall St. Rank hold VICR as of Q3 2023.

  • Advisory Research reported no remaining Vicor position as of Q3 2023 after selling out during the quarter.
  • Advisory Research sold 21,021 Vicor shares in Q3 2023, an estimated $1.14M.
  • Advisory Research first reported a position in Vicor in Q4 2018 and held it in 14 quarters.
  • Advisory Research's Vicor position peaked at $7.21M in Q3 2021.
  • 226 funds tracked by Wall St. Rank held Vicor as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.