Essex Investment Management’s Lifetime Brands LCUT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-233,522	Closed	-$2.01M	–	314
2024 Q2	$2.01M	Buy	233,522 +29,947	+15%	+$300K	0.38%	106
2024 Q1	$2.13M	Buy	203,575 +3,129	+2%	+$27.5K	0.42%	98
2023 Q4	$1.34M	Buy	+200,446	New	+$1.17M	0.26%	133
2022 Q3	–	Sell	-92,202	Closed	-$1.02M	–	425
2022 Q2	$1.02M	Buy	92,202 +3,112	+3%	+$36.8K	0.16%	192
2022 Q1	$1.14M	Buy	89,090 +4,119	+5%	+$57.4K	0.14%	213
2021 Q4	$1.36M	Buy	84,971 +6,540	+8%	+$113K	0.16%	198
2021 Q3	$1.43M	Buy	+78,431	New	+$1.31M	0.18%	187

Other funds holding LCUT

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essex Investment Management's LCUT Position: Q3 2024 in Review

Essex Investment Management sold out of Lifetime Brands (LCUT) in Q3 2024, closing a stake of 233,522 shares — an estimated $2.01M sold.

Essex Investment Management first reported a position in LCUT in Q3 2021 and held it in 7 quarters. The position peaked at $2.13M in Q1 2024. 79 funds tracked by Wall St. Rank hold LCUT as of Q3 2024.

Essex Investment Management reported no remaining Lifetime Brands position as of Q3 2024 after selling out during the quarter.
Essex Investment Management sold 233,522 Lifetime Brands shares in Q3 2024, an estimated $2.01M.
Essex Investment Management first reported a position in Lifetime Brands in Q3 2021 and held it in 7 quarters.
Essex Investment Management's Lifetime Brands position peaked at $2.13M in Q1 2024.
79 funds tracked by Wall St. Rank held Lifetime Brands as of Q3 2024.

Based on Essex Investment Management's 13F filing for Q3 2024, filed 10 Oct 2024.