Advisory Research’s WillScot Mobile Mini Holdings WSC Stock Holding History

Advisory Research’s Portfolio WSC Stock Details WSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,908	Closed	-$230K	–	498
2023 Q1	$230K	Buy	+4,908	New	+$236K	0.04%	318
2019 Q1	–	Sell	-49,722	Closed	-$468K	–	383
2018 Q4	$468K	Sell	49,722 -18,162	-27%	-$257K	0.01%	300
2018 Q3	$1.16M	Buy	67,884 +16,005	+31%	+$262K	0.02%	249
2018 Q2	$768K	Buy	+51,879	New	+$669K	0.01%	280

Other funds holding WSC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Advisory Research's WSC Position: Q2 2023 in Review

Advisory Research sold out of WillScot Mobile Mini Holdings (WSC) in Q2 2023, closing a stake of 4,908 shares — an estimated $230K sold.

Advisory Research first reported a position in WSC in Q2 2018 and held it in 4 quarters. The position peaked at $1.16M in Q3 2018. 421 funds tracked by Wall St. Rank hold WSC as of Q2 2023.

Advisory Research reported no remaining WillScot Mobile Mini Holdings position as of Q2 2023 after selling out during the quarter.
Advisory Research sold 4,908 WillScot Mobile Mini Holdings shares in Q2 2023, an estimated $230K.
Advisory Research first reported a position in WillScot Mobile Mini Holdings in Q2 2018 and held it in 4 quarters.
Advisory Research's WillScot Mobile Mini Holdings position peaked at $1.16M in Q3 2018.
421 funds tracked by Wall St. Rank held WillScot Mobile Mini Holdings as of Q2 2023.

Based on Advisory Research's 13F filing for Q2 2023, filed 14 Aug 2023.