Essex Investment Management’s AeroVironment AVAV Stock Holding History

Essex Investment Management’s Portfolio AVAV Stock Details AVAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-12,186	Closed	-$1.25M	–	360
2023 Q2	$1.25M	Buy	12,186 +3,439	+39%	+$346K	0.17%	174
2023 Q1	$802K	Buy	+8,747	New	+$775K	0.12%	225
2021 Q4	–	Sell	-10,508	Closed	-$907K	–	405
2021 Q3	$907K	Hold	10,508	–	–	0.11%	234
2021 Q2	$1.05M	Hold	10,508	–	–	0.12%	224
2021 Q1	$1.22M	Buy	+10,508	New	+$1.23M	0.15%	217
2019 Q4	–	Sell	-24,721	Closed	-$1.32M	–	477
2019 Q3	$1.32M	Buy	+24,721	New	+$1.36M	0.19%	173
2018 Q3	–	Sell	-21,344	Closed	-$1.52M	–	403
2018 Q2	$1.52M	Buy	21,344 +4	+0%	+$228	0.19%	162
2018 Q1	$971K	Sell	21,340 -2,720	-11%	-$136K	0.13%	214
2017 Q4	$1.35M	Sell	24,060 -13,963	-37%	-$711K	0.18%	180
2017 Q3	$2.06M	Sell	38,023 -22,819	-38%	-$972K	0.28%	115
2017 Q2	$2.32M	Buy	60,842 +14,159	+30%	+$428K	0.33%	95
2017 Q1	$1.31M	Buy	+46,683	New	+$1.25M	0.21%	145

Other funds holding AVAV

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

ACM

American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $1.93B AUM 21.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Investment Management's AVAV Position: Q3 2023 in Review

Essex Investment Management sold out of AeroVironment (AVAV) in Q3 2023, closing a stake of 12,186 shares — an estimated $1.25M sold.

Essex Investment Management first reported a position in AVAV in Q1 2017 and held it in 12 quarters. The position peaked at $2.32M in Q2 2017. 301 funds tracked by Wall St. Rank hold AVAV as of Q3 2023.

Essex Investment Management reported no remaining AeroVironment position as of Q3 2023 after selling out during the quarter.
Essex Investment Management sold 12,186 AeroVironment shares in Q3 2023, an estimated $1.25M.
Essex Investment Management first reported a position in AeroVironment in Q1 2017 and held it in 12 quarters.
Essex Investment Management's AeroVironment position peaked at $2.32M in Q2 2017.
301 funds tracked by Wall St. Rank held AeroVironment as of Q3 2023.

Based on Essex Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.