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Bender Robert & Associates’s Five Below FIVE Stock Holding History

Bender Robert & Associates’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
2024
Q3 		– Sell
-39,859
Closed -$4.34M – 54
2024
Q2 		$4.34M Buy
+39,859
New +$5.52M 0.95% 19

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bender Robert & Associates's FIVE Position: Q1 2025 in Review

Bender Robert & Associates sold out of Five Below (FIVE) in Q1 2025, closing a stake of 27,048 shares — an estimated $2.84M sold.

Bender Robert & Associates first reported a position in FIVE in Q2 2019 and held it in 22 quarters. The position peaked at $8.8M in Q4 2023. 410 funds tracked by Wall St. Rank hold FIVE as of Q1 2025.

  • Bender Robert & Associates reported no remaining Five Below position as of Q1 2025 after selling out during the quarter.
  • Bender Robert & Associates sold 27,048 Five Below shares in Q1 2025, an estimated $2.84M.
  • Bender Robert & Associates first reported a position in Five Below in Q2 2019 and held it in 22 quarters.
  • Bender Robert & Associates's Five Below position peaked at $8.8M in Q4 2023.
  • 410 funds tracked by Wall St. Rank held Five Below as of Q1 2025.

Based on Bender Robert & Associates's 13F filing for Q1 2025, filed 18 Apr 2025.