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Enlightenment Research’s Five Below FIVE Stock Holding History

Enlightenment Research’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
2020
Q2 		– Sell
-2,800
Closed -$271K – 130
2020
Q1 		$271K Buy
+2,800
New +$285K 0.29% 107
2019
Q2 		– Sell
-3,100
Closed -$385K – 281
2019
Q1 		$385K Buy
+3,100
New +$375K 0.75% 42

Other funds holding FIVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Enlightenment Research's FIVE Position: Q2 2020 in Review

Enlightenment Research sold out of Five Below (FIVE) in Q2 2020, closing a stake of 2,800 shares — an estimated $271K sold.

Enlightenment Research first reported a position in FIVE in Q1 2019 and held it in 2 quarters. The position peaked at $385K in Q1 2019. 358 funds tracked by Wall St. Rank hold FIVE as of Q2 2020.

  • Enlightenment Research reported no remaining Five Below position as of Q2 2020 after selling out during the quarter.
  • Enlightenment Research sold 2,800 Five Below shares in Q2 2020, an estimated $271K.
  • Enlightenment Research first reported a position in Five Below in Q1 2019 and held it in 2 quarters.
  • Enlightenment Research's Five Below position peaked at $385K in Q1 2019.
  • 358 funds tracked by Wall St. Rank held Five Below as of Q2 2020.

Based on Enlightenment Research's 13F filing for Q2 2020, filed 6 Aug 2020.