AR
WIRE

Advisory Research’s Encore Wire Corp WIRE Stock Holding History

Advisory Research’s Portfolio WIRE Stock Details WIRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,055
Closed -$1.51M – 340
2023
Q4 		$1.51M Buy
7,055
+5,863
+492% +$1.12M 0.23% 114
2023
Q3 		$217K Sell
1,192
-7,296
-86% -$1.24M 0.03% 414
2023
Q2 		$1.58M Buy
8,488
+6,175
+267% +$1.05M 0.2% 146
2023
Q1 		$429K Sell
2,313
-2,489
-52% -$424K 0.07% 257
2022
Q4 		$661K Buy
+4,802
New +$664K 0.06% 215
2017
Q4 		– Sell
-243,023
Closed -$10.9M – 447
2017
Q3 		$10.9M Sell
243,023
-90,146
-27% -$3.79M 0.17% 118
2017
Q2 		$14.2M Sell
333,169
-168,671
-34% -$7.25M 0.22% 103
2017
Q1 		$23.1M Sell
501,840
-247,265
-33% -$11.1M 0.34% 72
2016
Q4 		$32.5M Sell
749,105
-62,450
-8% -$2.49M 0.48% 61
2016
Q3 		$29.8M Sell
811,555
-30,713
-4% -$1.18M 0.49% 65
2016
Q2 		$31.4M Sell
842,268
-58,682
-7% -$2.25M 0.54% 60
2016
Q1 		$35.1M Sell
900,950
-171,221
-16% -$6.2M 0.66% 54
2015
Q4 		$39.8M Sell
1,072,171
-150,340
-12% -$6.09M 0.6% 56
2015
Q3 		$39.9M Sell
1,222,511
-100,561
-8% -$3.56M 0.57% 55
2015
Q2 		$58.6M Sell
1,323,072
-370,905
-22% -$16.1M 0.67% 39
2015
Q1 		$64.2M Sell
1,693,977
-232,681
-12% -$8M 0.7% 36
2014
Q4 		$71.9M Buy
1,926,658
+325,347
+20% +$12.2M 0.75% 37
2014
Q3 		$59.4M Buy
1,601,311
+116,301
+8% +$5.06M 0.58% 55
2014
Q2 		$72.8M Sell
1,485,010
-98,158
-6% -$4.77M 0.68% 50
2014
Q1 		$76.8M Sell
1,583,168
-347,197
-18% -$17.9M 0.79% 44
2013
Q4 		$105M Sell
1,930,365
-209,551
-10% -$9.88M 1.08% 27
2013
Q3 		$84.4M Sell
2,139,916
-247,142
-10% -$9.64M 0.91% 32
2013
Q2 		$81.4M Buy
+2,387,058
New +$80.8M 0.92% 37

Other funds holding WIRE

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisory Research's WIRE Position: Q1 2024 in Review

Advisory Research sold out of Encore Wire Corp (WIRE) in Q1 2024, closing a stake of 7,055 shares — an estimated $1.51M sold.

Advisory Research first reported a position in WIRE in Q2 2013 and held it in 23 quarters. The position peaked at $105M in Q4 2013. 371 funds tracked by Wall St. Rank hold WIRE as of Q1 2024.

  • Advisory Research reported no remaining Encore Wire Corp position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 7,055 Encore Wire Corp shares in Q1 2024, an estimated $1.51M.
  • Advisory Research first reported a position in Encore Wire Corp in Q2 2013 and held it in 23 quarters.
  • Advisory Research's Encore Wire Corp position peaked at $105M in Q4 2013.
  • 371 funds tracked by Wall St. Rank held Encore Wire Corp as of Q1 2024.

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