Conifer Management’s International Money Express IMXI Stock Holding History

Conifer Management’s Portfolio IMXI Stock Details IMXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,000,000	Closed	-$16.9M	–	8
2023 Q3	$16.9M	Hold	1,000,000	–	–	1.91%	6
2023 Q2	$24.5M	Hold	1,000,000	–	–	2.69%	6
2023 Q1	$25.8M	Sell	1,000,000 -600,000	-38%	-$14.6M	3.09%	7
2022 Q4	$39M	Hold	1,600,000	–	–	4.74%	5
2022 Q3	$36.5M	Sell	1,600,000 -400,000	-20%	-$9.4M	5.19%	5
2022 Q2	$40.9M	Hold	2,000,000	–	–	6.18%	4
2022 Q1	$41.2M	Hold	2,000,000	–	–	4.72%	5
2021 Q4	$31.9M	Sell	2,000,000 -279,575	-12%	-$4.53M	2.24%	9
2021 Q3	$38.1M	Sell	2,279,575 -78,817	-3%	-$1.32M	2.63%	9
2021 Q2	$35M	Sell	2,358,392 -235,849	-9%	-$3.53M	2.36%	9
2021 Q1	$38.9M	Hold	2,594,241	–	–	2.39%	9
2020 Q4	$40.3M	Hold	2,594,241	–	–	2.44%	9
2020 Q3	$37.3M	Hold	2,594,241	–	–	2.61%	9
2020 Q2	$32.3M	Hold	2,594,241	–	–	2.23%	10
2020 Q1	$23.7M	Buy	2,594,241 +1,353,007	+109%	+$14.2M	1.87%	11
2019 Q4	$14.9M	Buy	+1,241,234	New	+$16.9M	0.72%	13

Other funds holding IMXI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

IMA

Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return

Conifer Management's IMXI Position: Q4 2023 in Review

Conifer Management sold out of International Money Express (IMXI) in Q4 2023, closing a stake of 1,000,000 shares — an estimated $16.9M sold.

Conifer Management first reported a position in IMXI in Q4 2019 and held it in 16 quarters. The position peaked at $41.2M in Q1 2022. 181 funds tracked by Wall St. Rank hold IMXI as of Q4 2023.

Conifer Management reported no remaining International Money Express position as of Q4 2023 after selling out during the quarter.
Conifer Management sold 1,000,000 International Money Express shares in Q4 2023, an estimated $16.9M.
Conifer Management first reported a position in International Money Express in Q4 2019 and held it in 16 quarters.
Conifer Management's International Money Express position peaked at $41.2M in Q1 2022.
181 funds tracked by Wall St. Rank held International Money Express as of Q4 2023.

Based on Conifer Management's 13F filing for Q4 2023, filed 14 Feb 2024.