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Essex Investment Management’s F5 FFIV Stock Holding History

Essex Investment Management’s Portfolio FFIV Stock Details FFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,238
Closed -$1.17M – 347
2023
Q3 		$1.17M Sell
7,238
-388
-5% -$60.7K 0.19% 171
2023
Q2 		$1.12M Buy
+7,626
New +$1.08M 0.16% 196
2022
Q1 		– Sell
-2,500
Closed -$612K – 402
2021
Q4 		$612K Buy
+2,500
New +$555K 0.07% 262
2015
Q2 		– Sell
-26,756
Closed -$3.08M – 322
2015
Q1 		$3.08M Buy
+26,756
New +$3.15M 0.43% 68
2014
Q3 		– Sell
-2,035
Closed -$227K – 367
2014
Q2 		$227K Buy
+2,035
New +$219K 0.03% 324

Other funds holding FFIV

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Investment Management's FFIV Position: Q4 2023 in Review

Essex Investment Management sold out of F5 (FFIV) in Q4 2023, closing a stake of 7,238 shares — an estimated $1.17M sold.

Essex Investment Management first reported a position in FFIV in Q2 2014 and held it in 5 quarters. The position peaked at $3.08M in Q1 2015. 523 funds tracked by Wall St. Rank hold FFIV as of Q4 2023.

  • Essex Investment Management reported no remaining F5 position as of Q4 2023 after selling out during the quarter.
  • Essex Investment Management sold 7,238 F5 shares in Q4 2023, an estimated $1.17M.
  • Essex Investment Management first reported a position in F5 in Q2 2014 and held it in 5 quarters.
  • Essex Investment Management's F5 position peaked at $3.08M in Q1 2015.
  • 523 funds tracked by Wall St. Rank held F5 as of Q4 2023.

Based on Essex Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.