AIM
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Anchor Investment Management’s Five Below FIVE Stock Holding History

Anchor Investment Management’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-47
Closed -$5.03K – 915
2020
Q2 		$5.03K Buy
+47
New +$4.41K ﹤0.01% 707

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Anchor Investment Management's FIVE Position: Q3 2020 in Review

Anchor Investment Management sold out of Five Below (FIVE) in Q3 2020, closing a stake of 47 shares — an estimated $5.03K sold.

Anchor Investment Management first reported a position in FIVE in Q2 2020 and held it in 1 quarter. The position peaked at $5.03K in Q2 2020. 398 funds tracked by Wall St. Rank hold FIVE as of Q3 2020.

  • Anchor Investment Management reported no remaining Five Below position as of Q3 2020 after selling out during the quarter.
  • Anchor Investment Management sold 47 Five Below shares in Q3 2020, an estimated $5.03K.
  • Anchor Investment Management first reported a position in Five Below in Q2 2020 and held it in 1 quarter.
  • Anchor Investment Management's Five Below position peaked at $5.03K in Q2 2020.
  • 398 funds tracked by Wall St. Rank held Five Below as of Q3 2020.

Based on Anchor Investment Management's 13F filing for Q3 2020, filed 2 Jan 2024.