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Essex Investment Management’s OrthoPediatrics KIDS Stock Holding History

Essex Investment Management’s Portfolio KIDS Stock Details KIDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-18,894
Closed -$1.13M – 408
2021
Q4 		$1.13M Sell
18,894
-607
-3% -$37.8K 0.13% 219
2021
Q3 		$1.28M Buy
+19,501
New +$1.27M 0.16% 197

Other funds holding KIDS

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Essex Investment Management's KIDS Position: Q1 2022 in Review

Essex Investment Management sold out of OrthoPediatrics (KIDS) in Q1 2022, closing a stake of 18,894 shares — an estimated $1.13M sold.

Essex Investment Management first reported a position in KIDS in Q3 2021 and held it in 2 quarters. The position peaked at $1.28M in Q3 2021. 127 funds tracked by Wall St. Rank hold KIDS as of Q1 2022.

  • Essex Investment Management reported no remaining OrthoPediatrics position as of Q1 2022 after selling out during the quarter.
  • Essex Investment Management sold 18,894 OrthoPediatrics shares in Q1 2022, an estimated $1.13M.
  • Essex Investment Management first reported a position in OrthoPediatrics in Q3 2021 and held it in 2 quarters.
  • Essex Investment Management's OrthoPediatrics position peaked at $1.28M in Q3 2021.
  • 127 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2022.

Based on Essex Investment Management's 13F filing for Q1 2022, filed 9 May 2022.