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Essex Investment Management’s BayCom BCML Stock Holding History

Essex Investment Management’s Portfolio BCML Stock Details BCML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-81,601
Closed -$840K – 481
2020
Q3 		$840K Buy
81,601
+2,645
+3% +$30.2K 0.12% 239
2020
Q2 		$1.02M Sell
78,956
-383
-0.5% -$4.74K 0.17% 193
2020
Q1 		$956K Sell
79,339
-4,209
-5% -$84K 0.19% 164
2019
Q4 		$1.9M Buy
83,548
+3,932
+5% +$86.9K 0.23% 142
2019
Q3 		$1.81M Sell
79,616
-9,056
-10% -$203K 0.26% 118
2019
Q2 		$1.94M Buy
88,672
+12,916
+17% +$295K 0.27% 126
2019
Q1 		$1.72M Buy
+75,756
New +$1.68M 0.25% 125

Other funds holding BCML

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Investment Management's BCML Position: Q4 2020 in Review

Essex Investment Management sold out of BayCom (BCML) in Q4 2020, closing a stake of 81,601 shares — an estimated $840K sold.

Essex Investment Management first reported a position in BCML in Q1 2019 and held it in 7 quarters. The position peaked at $1.94M in Q2 2019. 65 funds tracked by Wall St. Rank hold BCML as of Q4 2020.

  • Essex Investment Management reported no remaining BayCom position as of Q4 2020 after selling out during the quarter.
  • Essex Investment Management sold 81,601 BayCom shares in Q4 2020, an estimated $840K.
  • Essex Investment Management first reported a position in BayCom in Q1 2019 and held it in 7 quarters.
  • Essex Investment Management's BayCom position peaked at $1.94M in Q2 2019.
  • 65 funds tracked by Wall St. Rank held BayCom as of Q4 2020.

Based on Essex Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.