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Essex Investment Management’s Friedman Industries FRD Stock Holding History

Essex Investment Management’s Portfolio FRD Stock Details FRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-14,396
Closed -$99K – 475
2020
Q4 		$99K Sell
14,396
-59,101
-80% -$367K 0.01% 370
2020
Q3 		$426K Sell
73,497
-202
-0.3% -$1.11K 0.06% 314
2020
Q2 		$372K Hold
73,699
– – 0.06% 280
2020
Q1 		$325K Sell
73,699
-1,800
-2% -$9.73K 0.07% 252
2019
Q4 		$455K Buy
75,499
+2,689
+4% +$17.2K 0.06% 314
2019
Q3 		$473K Hold
72,810
– – 0.07% 297
2019
Q2 		$507K Buy
72,810
+30,576
+72% +$225K 0.07% 302
2019
Q1 		$324K Buy
42,234
+3,733
+10% +$29K 0.05% 297
2018
Q4 		$271K Sell
38,501
-2,911
-7% -$24.2K 0.04% 302
2018
Q3 		$390K Buy
41,412
+9,103
+28% +$88.9K 0.05% 320
2018
Q2 		$262K Hold
32,309
– – 0.03% 350
2018
Q1 		$190K Sell
32,309
-3,270
-9% -$19K 0.03% 351
2017
Q4 		$202K Buy
+35,579
New +$205K 0.03% 345

Other funds holding FRD

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Callahan Advisors Houston, Texas $1.33B AUM 29.71% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Essex Investment Management's FRD Position: Q1 2021 in Review

Essex Investment Management sold out of Friedman Industries (FRD) in Q1 2021, closing a stake of 14,396 shares — an estimated $99K sold.

Essex Investment Management first reported a position in FRD in Q4 2017 and held it in 13 quarters. The position peaked at $507K in Q2 2019. 21 funds tracked by Wall St. Rank hold FRD as of Q1 2021.

  • Essex Investment Management reported no remaining Friedman Industries position as of Q1 2021 after selling out during the quarter.
  • Essex Investment Management sold 14,396 Friedman Industries shares in Q1 2021, an estimated $99K.
  • Essex Investment Management first reported a position in Friedman Industries in Q4 2017 and held it in 13 quarters.
  • Essex Investment Management's Friedman Industries position peaked at $507K in Q2 2019.
  • 21 funds tracked by Wall St. Rank held Friedman Industries as of Q1 2021.

Based on Essex Investment Management's 13F filing for Q1 2021, filed 12 May 2021.