Advisory Research All Cap Value Fund
INVESTMENT MANAGERS SERIES TRUST

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Oct 31, 2019 → Jan 31, 2020

Expand a category to see the positions behind it, ranked by weight.

Security Shares Oct 2019 Shares Jan 2020 Δ shares End % Δ value
REXNORD CORP NEW 0 3,995 3,995 1.56% $130.44K
Security Shares Oct 2019 Shares Jan 2020 Δ shares End % Δ value
CASEY'S GENERAL 1,107 0 -1,107 0.00% -$189.09K
Security Shares Oct 2019 Shares Jan 2020 Δ shares End % Δ value
CORE-MARK HOLDING CO INC 9,850 13,412 3,562 3.76% $13.76K
STARBUCKS CORP 3,114 3,469 355 3.52% $30.96K
ALLISON TRANSMISSION HLDGS INC 3,161 3,616 455 1.91% $21.98K
Security Shares Oct 2019 Shares Jan 2020 Δ shares End % Δ value
ALPHABET INC CL A 312 267 -45 4.58% -$10.19K
BERKSHIRE HATH-B 1,909 1,555 -354 4.17% -$56.83K
FORTUNE BRANDS INNOVATIONS INC 6,904 5,039 -1,865 4.14% -$68.36K
TJX COS INC 6,056 5,640 -416 3.98% -$16.14K
ELEMENT SOLUTIONS INC 29,605 27,904 -1,701 3.91% $4.97K
TRIMAS CORP 12,381 11,262 -1,119 3.87% -$76.60K
AMERICAN EXPRESS CO 2,603 2,458 -145 3.82% $13.94K
MEDTRONIC PLC 3,042 2,715 -327 3.75% -$17.85K
CHEVRON CORP 3,171 2,923 -248 3.75% -$55.11K
HOWARD HUGHES CORP 3,008 2,458 -550 3.58% -$37.27K
JPMORGAN CHASE and CO 2,714 2,212 -502 3.50% -$46.25K
DELTA AIR LI 6,485 5,208 -1,277 3.47% -$66.90K
TE CONNECTIVITY 3,403 3,123 -280 3.44% -$16.69K
FIRST INTST BANCSYST INC CL A 8,298 7,353 -945 3.39% -$65.09K
UMB MONEY MARKET FIDUCIARY / 284,623 277,672 -6,951 3.32% -$6.95K
HORIZON BANCORP INC INDIANA 19,835 16,235 -3,600 3.29% -$87.39K
FOX CORPORATION B 8,663 7,181 -1,482 3.12% -$9.75K
SNAP-ON INCORPORATED 1,960 1,559 -401 2.98% -$69.97K
BRINK'S CO/THE 3,245 2,894 -351 2.91% -$32.05K
MICROSOFT CORP 2,137 1,383 -754 2.82% -$70.95K
AVNET INC 7,096 6,201 -895 2.71% -$54.44K
WALT DISNEY CO/T 1,429 1,207 -222 2.00% -$18.72K
UNITEDHEALTH GRP 901 594 -307 1.94% -$65.85K
CDW CORPORATION 1,711 1,222 -489 1.91% -$59.44K
ELEVANCE HEALTH INC 827 574 -253 1.82% -$70.26K
Security Shares Oct 2019 Shares Jan 2020 Δ shares End % Δ value
UNION PACIFIC CORP 1,792 1,792 0 3.85% $25.02K
DISCOVER FIN SVCS 3,611 3,611 0 3.25% -$18.52K

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