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Essex Investment Management’s ChargePoint CHPT Stock Holding History

Essex Investment Management’s Portfolio CHPT Stock Details CHPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,164
Closed -$1.44M – 366
2023
Q2 		$1.44M Sell
8,164
-1,870
-19% -$328K 0.2% 157
2023
Q1 		$2.1M Buy
10,034
+3,672
+58% +$800K 0.31% 107
2022
Q4 		$1.21M Buy
6,362
+1,616
+34% +$393K 0.19% 171
2022
Q3 		$1.4M Buy
+4,746
New +$1.44M 0.22% 140

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BEVI
Braemar Energy Ventures III New York $37.9M AUM 66.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
LC
Linse Capital San Juan, Puerto Rico $24.6M AUM 30.05% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 CHPT Position: Q3 2023 in Review

Essex Investment Management sold out of ChargePoint (CHPT) in Q3 2023, closing a stake of 8,164 shares — an estimated $1.44M sold.

Essex Investment Management first reported a position in CHPT in Q3 2022 and held it in 4 quarters. The position peaked at $2.1M in Q1 2023. 380 funds tracked by Wall St. Rank hold CHPT as of Q3 2023.

  • Essex Investment Management reported no remaining ChargePoint position as of Q3 2023 after selling out during the quarter.
  • Essex Investment Management sold 8,164 ChargePoint shares in Q3 2023, an estimated $1.44M.
  • Essex Investment Management first reported a position in ChargePoint in Q3 2022 and held it in 4 quarters.
  • Essex Investment Management's ChargePoint position peaked at $2.1M in Q1 2023.
  • 380 funds tracked by Wall St. Rank held ChargePoint as of Q3 2023.

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