Advisory Research’s Xometry XMTR Stock Holding History

Advisory Research’s Portfolio XMTR Stock Details XMTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-87,605	Closed	-$2.82M	–	407
2022 Q4	$2.82M	Sell	87,605 -47,448	-35%	-$2.22M	0.27%	61
2022 Q3	$7.67M	Buy	135,053 +45,922	+52%	+$2.15M	0.75%	29
2022 Q2	$3.02M	Buy	89,131 +32,016	+56%	+$1.1M	0.3%	66
2022 Q1	$2.1M	Buy	57,115 +50,087	+713%	+$2.29M	0.17%	97
2021 Q4	$360K	Buy	+7,028	New	+$361K	0.03%	274

Other funds holding XMTR

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

FGN

Foundry Group Next Boulder, Colorado $21.1M AUM 35.51% 1-Year Est. Return

ONPI

Owls Nest Partners IA Chadds Ford, Pennsylvania $286M AUM 16.4% 1-Year Est. Return

Advisory Research's XMTR Position: Q1 2023 in Review

Advisory Research sold out of Xometry (XMTR) in Q1 2023, closing a stake of 87,605 shares — an estimated $2.82M sold.

Advisory Research first reported a position in XMTR in Q4 2021 and held it in 5 quarters. The position peaked at $7.67M in Q3 2022. 132 funds tracked by Wall St. Rank hold XMTR as of Q1 2023.

Advisory Research reported no remaining Xometry position as of Q1 2023 after selling out during the quarter.
Advisory Research sold 87,605 Xometry shares in Q1 2023, an estimated $2.82M.
Advisory Research first reported a position in Xometry in Q4 2021 and held it in 5 quarters.
Advisory Research's Xometry position peaked at $7.67M in Q3 2022.
132 funds tracked by Wall St. Rank held Xometry as of Q1 2023.

Based on Advisory Research's 13F filing for Q1 2023, filed 12 May 2023.