Advisory Research’s Yext YEXT Stock Holding History

Advisory Research’s Portfolio YEXT Stock Details YEXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-73,933	Closed	-$1.49M	–	369
2019 Q2	$1.49M	Sell	73,933 -9,951	-12%	-$205K	0.03%	211
2019 Q1	$1.83M	Buy	+83,884	New	+$1.52M	0.04%	193

Other funds holding YEXT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Advisory Research's YEXT Position: Q3 2019 in Review

Advisory Research sold out of Yext (YEXT) in Q3 2019, closing a stake of 73,933 shares — an estimated $1.49M sold.

Advisory Research first reported a position in YEXT in Q1 2019 and held it in 2 quarters. The position peaked at $1.83M in Q1 2019. 138 funds tracked by Wall St. Rank hold YEXT as of Q3 2019.

Advisory Research reported no remaining Yext position as of Q3 2019 after selling out during the quarter.
Advisory Research sold 73,933 Yext shares in Q3 2019, an estimated $1.49M.
Advisory Research first reported a position in Yext in Q1 2019 and held it in 2 quarters.
Advisory Research's Yext position peaked at $1.83M in Q1 2019.
138 funds tracked by Wall St. Rank held Yext as of Q3 2019.

Based on Advisory Research's 13F filing for Q3 2019, filed 12 Nov 2019.