EIM
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Essex Investment Management’s Grocery Outlet GO Stock Holding History

Essex Investment Management’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-23,180
Closed -$677K – 403
2022
Q4 		$677K Buy
+23,180
New +$727K 0.11% 229

Other funds holding GO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Essex Investment Management's GO Position: Q1 2023 in Review

Essex Investment Management sold out of Grocery Outlet (GO) in Q1 2023, closing a stake of 23,180 shares — an estimated $677K sold.

Essex Investment Management first reported a position in GO in Q4 2022 and held it in 1 quarter. The position peaked at $677K in Q4 2022. 224 funds tracked by Wall St. Rank hold GO as of Q1 2023.

  • Essex Investment Management reported no remaining Grocery Outlet position as of Q1 2023 after selling out during the quarter.
  • Essex Investment Management sold 23,180 Grocery Outlet shares in Q1 2023, an estimated $677K.
  • Essex Investment Management first reported a position in Grocery Outlet in Q4 2022 and held it in 1 quarter.
  • Essex Investment Management's Grocery Outlet position peaked at $677K in Q4 2022.
  • 224 funds tracked by Wall St. Rank held Grocery Outlet as of Q1 2023.

Based on Essex Investment Management's 13F filing for Q1 2023, filed 4 May 2023.