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Axiom Investors’s Five Below FIVE Stock Holding History

Axiom Investors’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
2014
Q3 		– Sell
-569,750
Closed -$22.7M – 165
2014
Q2 		$22.7M Sell
569,750
-102,950
-15% -$3.93M 0.54% 69
2014
Q1 		$28.6M Sell
672,700
-172,649
-20% -$6.63M 0.68% 63
2013
Q4 		$36.5M Buy
+845,349
New +$40.5M 0.98% 49

Other funds holding FIVE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Axiom Investors's FIVE Position: Q3 2014 in Review

Axiom Investors sold out of Five Below (FIVE) in Q3 2014, closing a stake of 569,750 shares — an estimated $22.7M sold.

Axiom Investors first reported a position in FIVE in Q4 2013 and held it in 3 quarters. The position peaked at $36.5M in Q4 2013. 153 funds tracked by Wall St. Rank hold FIVE as of Q3 2014.

  • Axiom Investors reported no remaining Five Below position as of Q3 2014 after selling out during the quarter.
  • Axiom Investors sold 569,750 Five Below shares in Q3 2014, an estimated $22.7M.
  • Axiom Investors first reported a position in Five Below in Q4 2013 and held it in 3 quarters.
  • Axiom Investors's Five Below position peaked at $36.5M in Q4 2013.
  • 153 funds tracked by Wall St. Rank held Five Below as of Q3 2014.

Based on Axiom Investors's 13F filing for Q3 2014, filed 13 Nov 2014.