Cumberland Partners’s Five Below FIVE Stock Holding History

Cumberland Partners’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
2023 Q1	–	Sell	-4,500	Closed	-$796K	–	173
2022 Q4	$796K	Buy	+4,500	New	+$708K	0.08%	120

Other funds holding FIVE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Cumberland Partners's FIVE Position: Q1 2023 in Review

Cumberland Partners sold out of Five Below (FIVE) in Q1 2023, closing a stake of 4,500 shares — an estimated $796K sold.

Cumberland Partners first reported a position in FIVE in Q4 2022 and held it in 1 quarter. The position peaked at $796K in Q4 2022. 496 funds tracked by Wall St. Rank hold FIVE as of Q1 2023.

Cumberland Partners reported no remaining Five Below position as of Q1 2023 after selling out during the quarter.
Cumberland Partners sold 4,500 Five Below shares in Q1 2023, an estimated $796K.
Cumberland Partners first reported a position in Five Below in Q4 2022 and held it in 1 quarter.
Cumberland Partners's Five Below position peaked at $796K in Q4 2022.
496 funds tracked by Wall St. Rank held Five Below as of Q1 2023.

Based on Cumberland Partners's 13F filing for Q1 2023, filed 8 May 2023.