Lord, Abbett & Co’s AvidXchange AVDX Stock Holding History

Lord, Abbett & Co’s Portfolio AVDX Stock Details AVDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,093,610	Closed	-$49.4M	–	533
2024 Q2	$49.4M	Sell	4,093,610 -979,686	-19%	-$11.2M	0.16%	164
2024 Q1	$66.7M	Sell	5,073,296 -527,653	-9%	-$6.34M	0.22%	136
2023 Q4	$69.4M	Buy	5,600,949 +198,165	+4%	+$1.98M	0.24%	121
2023 Q3	$51.2M	Buy	5,402,784 +1,222,044	+29%	+$12.8M	0.19%	153
2023 Q2	$43.4M	Buy	4,180,740 +861,396	+26%	+$7.75M	0.15%	197
2023 Q1	$25.9M	Sell	3,319,344 -1,609,551	-33%	-$15.5M	0.09%	304
2022 Q4	$49M	Buy	4,928,895 +1,641,693	+50%	+$14.2M	0.18%	164
2022 Q3	$27.7M	Buy	3,287,202 +1,906,388	+138%	+$14.8M	0.1%	270
2022 Q2	$8.48M	Buy	1,380,814 +575,360	+71%	+$4.57M	0.03%	429
2022 Q1	$6.48M	Buy	+805,454	New	+$8.12M	0.02%	529

Other funds holding AVDX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Lord, Abbett & Co's AVDX Position: Q3 2024 in Review

Lord, Abbett & Co sold out of AvidXchange (AVDX) in Q3 2024, closing a stake of 4,093,610 shares — an estimated $49.4M sold.

Lord, Abbett & Co first reported a position in AVDX in Q1 2022 and held it in 10 quarters. The position peaked at $69.4M in Q4 2023. 191 funds tracked by Wall St. Rank hold AVDX as of Q3 2024.

Lord, Abbett & Co reported no remaining AvidXchange position as of Q3 2024 after selling out during the quarter.
Lord, Abbett & Co sold 4,093,610 AvidXchange shares in Q3 2024, an estimated $49.4M.
Lord, Abbett & Co first reported a position in AvidXchange in Q1 2022 and held it in 10 quarters.
Lord, Abbett & Co's AvidXchange position peaked at $69.4M in Q4 2023.
191 funds tracked by Wall St. Rank held AvidXchange as of Q3 2024.

Based on Lord, Abbett & Co's 13F filing for Q3 2024, filed 14 Nov 2024.