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Anchor Investment Management’s Pricesmart PSMT Stock Holding History

Anchor Investment Management’s Portfolio PSMT Stock Details PSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-420
Closed -$36.8K – 781
2017
Q2 		$36.8K Sell
420
-10
-2% -$879 0.01% 437
2017
Q1 		$39.6K Hold
430
– – 0.01% 418
2016
Q4 		$35.9K Buy
+430
New +$37.8K 0.01% 411

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Anchor Investment Management's PSMT Position: Q3 2017 in Review

Anchor Investment Management sold out of Pricesmart (PSMT) in Q3 2017, closing a stake of 420 shares — an estimated $36.8K sold.

Anchor Investment Management first reported a position in PSMT in Q4 2016 and held it in 3 quarters. The position peaked at $39.6K in Q1 2017. 155 funds tracked by Wall St. Rank hold PSMT as of Q3 2017.

  • Anchor Investment Management reported no remaining Pricesmart position as of Q3 2017 after selling out during the quarter.
  • Anchor Investment Management sold 420 Pricesmart shares in Q3 2017, an estimated $36.8K.
  • Anchor Investment Management first reported a position in Pricesmart in Q4 2016 and held it in 3 quarters.
  • Anchor Investment Management's Pricesmart position peaked at $39.6K in Q1 2017.
  • 155 funds tracked by Wall St. Rank held Pricesmart as of Q3 2017.

Based on Anchor Investment Management's 13F filing for Q3 2017, filed 3 Jan 2024.