Advisory Research’s Vitesse Energy VTS Stock Holding History

Advisory Research’s Portfolio VTS Stock Details VTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-13,658	Closed	-$299K	–	326
2023 Q4	$299K	Buy	+13,658	New	+$315K	0.05%	293

Other funds holding VTS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GCM

GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

Advisory Research's VTS Position: Q1 2024 in Review

Advisory Research sold out of Vitesse Energy (VTS) in Q1 2024, closing a stake of 13,658 shares — an estimated $299K sold.

Advisory Research first reported a position in VTS in Q4 2023 and held it in 1 quarter. The position peaked at $299K in Q4 2023. 235 funds tracked by Wall St. Rank hold VTS as of Q1 2024.

Advisory Research reported no remaining Vitesse Energy position as of Q1 2024 after selling out during the quarter.
Advisory Research sold 13,658 Vitesse Energy shares in Q1 2024, an estimated $299K.
Advisory Research first reported a position in Vitesse Energy in Q4 2023 and held it in 1 quarter.
Advisory Research's Vitesse Energy position peaked at $299K in Q4 2023.
235 funds tracked by Wall St. Rank held Vitesse Energy as of Q1 2024.

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