Advisory Research’s Zeta Global ZETA Stock Holding History

Advisory Research’s Portfolio ZETA Stock Details ZETA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-55,997	Closed	-$457K	–	409
2022 Q4	$457K	Buy	+55,997	New	+$454K	0.04%	257

Other funds holding ZETA

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Advisory Research's ZETA Position: Q1 2023 in Review

Advisory Research sold out of Zeta Global (ZETA) in Q1 2023, closing a stake of 55,997 shares — an estimated $457K sold.

Advisory Research first reported a position in ZETA in Q4 2022 and held it in 1 quarter. The position peaked at $457K in Q4 2022. 160 funds tracked by Wall St. Rank hold ZETA as of Q1 2023.

Advisory Research reported no remaining Zeta Global position as of Q1 2023 after selling out during the quarter.
Advisory Research sold 55,997 Zeta Global shares in Q1 2023, an estimated $457K.
Advisory Research first reported a position in Zeta Global in Q4 2022 and held it in 1 quarter.
Advisory Research's Zeta Global position peaked at $457K in Q4 2022.
160 funds tracked by Wall St. Rank held Zeta Global as of Q1 2023.

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