EIM
BNFT

Essex Investment Management’s Benefitfocus, Inc. BNFT Stock Holding History

Essex Investment Management’s Portfolio BNFT Stock Details BNFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-56,537
Closed -$504K – 457
2020
Q1 		$504K Sell
56,537
-2,788
-5% -$42.3K 0.1% 219
2019
Q4 		$1.3M Buy
59,325
+26,126
+79% +$591K 0.16% 201
2019
Q3 		$790K Sell
33,199
-5,093
-13% -$131K 0.11% 242
2019
Q2 		$1.04M Sell
38,292
-845
-2% -$28.4K 0.14% 217
2019
Q1 		$1.94M Sell
39,137
-2,661
-6% -$136K 0.29% 108
2018
Q4 		$1.91M Sell
41,798
-2,562
-6% -$107K 0.3% 99
2018
Q3 		$1.79M Buy
44,360
+1,897
+4% +$73K 0.21% 148
2018
Q2 		$1.43M Buy
42,463
+3
+0% +$94 0.18% 174
2018
Q1 		$1.04M Sell
42,460
-5,579
-12% -$140K 0.14% 204
2017
Q4 		$1.3M Sell
48,039
-510
-1% -$14.1K 0.17% 187
2017
Q3 		$1.63M Sell
48,549
-7,602
-14% -$243K 0.22% 152
2017
Q2 		$2.04M Buy
+56,151
New +$1.8M 0.29% 112
2017
Q1 		– Sell
-24,102
Closed -$716K – 380
2016
Q4 		$716K Buy
+24,102
New +$769K 0.12% 205

Other funds holding BNFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Essex Investment Management's BNFT Position: Q2 2020 in Review

Essex Investment Management sold out of Benefitfocus, Inc. (BNFT) in Q2 2020, closing a stake of 56,537 shares — an estimated $504K sold.

Essex Investment Management first reported a position in BNFT in Q4 2016 and held it in 13 quarters. The position peaked at $2.04M in Q2 2017. 114 funds tracked by Wall St. Rank hold BNFT as of Q2 2020.

  • Essex Investment Management reported no remaining Benefitfocus, Inc. position as of Q2 2020 after selling out during the quarter.
  • Essex Investment Management sold 56,537 Benefitfocus, Inc. shares in Q2 2020, an estimated $504K.
  • Essex Investment Management first reported a position in Benefitfocus, Inc. in Q4 2016 and held it in 13 quarters.
  • Essex Investment Management's Benefitfocus, Inc. position peaked at $2.04M in Q2 2017.
  • 114 funds tracked by Wall St. Rank held Benefitfocus, Inc. as of Q2 2020.

Based on Essex Investment Management's 13F filing for Q2 2020, filed 4 Aug 2020.