Aristotle Capital Management, LLC historic quarter change: Foreign Stocks, Sold out
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 23 quarters from 2013-06-30 to 2026-06-30, Aristotle Capital Management, LLC opened 13 positions, added to 139, reduced 217 and sold out of 21.
- Q2 2026: Stock UL; Country of operation —; Class SPON ADR NEW; Shares before 819,436.
- Q1 2026: Stock ASHGY; Country of operation —; Class FOREIGN; Shares before 1,230,679.
- Q1 2026: Stock KUBTY; Country of operation —; Class FOREIGN; Shares before 51,158.
- Q1 2026: Stock SFGYY; Country of operation United States; Class FOREIGN; Shares before 365,495.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 860644), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); 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 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); 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 2014-11-14); 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 2014-02-13); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-12). 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 1999-03-31. 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).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| ROYAL LONDON ASSET MANAGEMENT LTD | United Kingdom | $47.685B | 688 |
| Tidal Investments LLC | United States | $47.420B | 3,224 |
| Korea Investment CORP | South Korea | $48.270B | 688 |
| ASSETMARK, INC | United States | $49.040B | 3,443 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | United States | $49.101B | 3,722 |
| Rakuten Investment Management, Inc. | Japan | $49.191B | 509 |
| Financial Engines Advisors L.L.C. | United States | $49.250B | 530 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | Switzerland | $45.965B | 2,557 |
| Wealthfront Advisers LLC | United States | $45.561B | 1,076 |
| LMR Partners LLP | United Kingdom | $45.431B | 1,744 |