ADVISORY RESEARCH INC Historic Quarter Change: Foreign Other Stocks, Reduced

ADVISORY RESEARCH INC historic quarter change: Foreign Other Stocks, Reduced

In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), over 23 quarters from 2013-06-30 to 2026-06-30, ADVISORY RESEARCH INC opened 7 positions, added to 16, reduced 16 and sold out of 11.

Q3 2016: Stock SYMPHONY INTERNATIONAL HOLDING; Country of operation —; Class COM; Shares before 878,656.
Q1 2016: Stock Symphony International Holding; Country of operation —; Class COM; Shares before 884,097.
Q2 2015: Stock Chubb Corporation; Country of operation —; Class COM; Shares before 11,976.
Q4 2014: Stock Chubb Corporation; Country of operation —; Class COM; Shares before 19,224.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 902584), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-16); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-17); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-06); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

Quarter	Stock	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q3 2016	SYMPHONY INTERNATIONAL HOLDING CUSIP G54812105	COM	878,656	796,318	-82,338	$673,000	$613,000	-$60,000	2016-11-14
Q1 2016	Symphony International Holding CUSIP G54812105	COM	884,097	878,656	-5,441	$641,000	$655,000	+$14,000	2016-05-16
Q2 2015	Chubb Corporation CUSIP 171232101	COM	11,976	6,245	-5,731	$1,211,000	$594,000	-$617,000	2015-08-17
Q4 2014	Chubb Corporation CUSIP 171232101	COM	19,224	11,521	-7,703	$1,751,000	$1,192,000	-$559,000	2015-02-13
Q3 2014	Chubb Corporation CUSIP 171232101	COM	25,605	19,224	-6,381	$2,360,000	$1,751,000	-$609,000	2014-11-06
Q3 2014	Symphony International Holding CUSIP G54812105	COM	255,060	177,408	-77,652	$188,000	$139,000	-$49,000	2014-11-06
Q2 2014	Medtronic CUSIP 585055106	COM	370,173	278,972	-91,201	$22,780,000	$17,787,000	-$4,993,000	2014-08-14
Q2 2014	Transcanada Corporation CUSIP 89353D107	COM	477,885	475,545	-2,340	$21,753,000	$22,693,000	+$940,000	2014-08-14
Q2 2014	GlaxoSmithKline PLC Sponsored CUSIP 37733W105	COM	16,740	14,880	-1,860	$894,000	$796,000	-$98,000	2014-08-14
Q2 2014	Royal Dutch Shell Plc Spon Adr CUSIP 780259107	COM	20,132	16,974	-3,158	$1,573,000	$1,477,000	-$96,000	2014-08-14
Q2 2014	Chubb Corporation CUSIP 171232101	COM	26,217	25,605	-612	$2,341,000	$2,360,000	+$19,000	2014-08-14
Q1 2014	MEDTRONIC CUSIP 585055106	COM	406,169	370,173	-35,996	$23,310,000	$22,780,000	-$530,000	2014-05-15
Q4 2013	MEDTRONIC INC CUSIP 585055106	COM	413,913	406,169	-7,744	$22,041,000	$23,310,000	+$1,269,000	2014-02-14
Q4 2013	GLAXOSMITHKLINE PLC ADR SPONSORED CUSIP 37733W105	COM	22,770	16,040	-6,730	$1,143,000	$856,000	-$287,000	2014-02-14
Q4 2013	ROYAL DUTCH SHELL PLC SPON ADR B CUSIP 780259107	COM	24,000	19,252	-4,748	$1,653,000	$1,446,000	-$207,000	2014-02-14
Q3 2013	GLAXOSMITHKLINE PLC CUSIP 37733W105	COM	28,760	22,770	-5,990	$1,437,000	$1,143,000	-$294,000	2013-11-14

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