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Essex Investment Management’s Custom Truck One Source CTOS Stock Holding History

Essex Investment Management’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-49,442
Closed -$296K – 485
2019
Q3 		$296K Buy
+49,442
New +$387K 0.04% 335

Other funds holding CTOS

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Alyeska Investment Group
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BC
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Essex Investment Management's CTOS Position: Q4 2019 in Review

Essex Investment Management sold out of Custom Truck One Source (CTOS) in Q4 2019, closing a stake of 49,442 shares — an estimated $296K sold.

Essex Investment Management first reported a position in CTOS in Q3 2019 and held it in 1 quarter. The position peaked at $296K in Q3 2019. 37 funds tracked by Wall St. Rank hold CTOS as of Q4 2019.

  • Essex Investment Management reported no remaining Custom Truck One Source position as of Q4 2019 after selling out during the quarter.
  • Essex Investment Management sold 49,442 Custom Truck One Source shares in Q4 2019, an estimated $296K.
  • Essex Investment Management first reported a position in Custom Truck One Source in Q3 2019 and held it in 1 quarter.
  • Essex Investment Management's Custom Truck One Source position peaked at $296K in Q3 2019.
  • 37 funds tracked by Wall St. Rank held Custom Truck One Source as of Q4 2019.

Based on Essex Investment Management's 13F filing for Q4 2019, filed 10 Feb 2020.