Essex Investment Management’s EXFO INC. EXFO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-371,198	Closed	-$1.72M	–	499
2019 Q4	$1.72M	Buy	371,198 +17,146	+5%	+$72.1K	0.21%	163
2019 Q3	$1.41M	Sell	354,052 -40,619	-10%	-$154K	0.2%	164
2019 Q2	$1.44M	Buy	394,671 +58,257	+17%	+$243K	0.2%	174
2019 Q1	$1.24M	Sell	336,414 -12,802	-4%	-$43.6K	0.18%	176
2018 Q4	$992K	Sell	349,216 -23,282	-6%	-$73K	0.16%	195
2018 Q3	$1.42M	Buy	372,498 +15,353	+4%	+$59.2K	0.17%	183
2018 Q2	$1.23M	Buy	357,145 +433	+0.1%	+$1.57K	0.15%	194
2018 Q1	$1.5M	Buy	+356,712	New	+$1.56M	0.2%	153

Other funds holding EXFO

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

HAM

Harber Asset Management Asheville, North Carolina $166M AUM 18.77% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

WPC

White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return

22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Essex Investment Management's EXFO Position: Q1 2020 in Review

Essex Investment Management sold out of EXFO INC. (EXFO) in Q1 2020, closing a stake of 371,198 shares — an estimated $1.72M sold.

Essex Investment Management first reported a position in EXFO in Q1 2018 and held it in 8 quarters. The position peaked at $1.72M in Q4 2019. 27 funds tracked by Wall St. Rank hold EXFO as of Q1 2020.

Essex Investment Management reported no remaining EXFO INC. position as of Q1 2020 after selling out during the quarter.
Essex Investment Management sold 371,198 EXFO INC. shares in Q1 2020, an estimated $1.72M.
Essex Investment Management first reported a position in EXFO INC. in Q1 2018 and held it in 8 quarters.
Essex Investment Management's EXFO INC. position peaked at $1.72M in Q4 2019.
27 funds tracked by Wall St. Rank held EXFO INC. as of Q1 2020.

Based on Essex Investment Management's 13F filing for Q1 2020, filed 4 May 2020.