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Essex Investment Management’s Perma-Fix Environmental Services PESI Stock Holding History

Essex Investment Management’s Portfolio PESI Stock Details PESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-196,197
Closed -$1.98M – 328
2025
Q3 		$1.98M Buy
196,197
+6,482
+3% +$71.6K 0.3% 118
2025
Q2 		$2M Sell
189,715
-1,372
-0.7% -$12.6K 0.36% 110
2025
Q1 		$1.39M Sell
191,087
-1,246
-0.6% -$11.2K 0.29% 132
2024
Q4 		$2.13M Sell
192,333
-27,384
-12% -$360K 0.38% 112
2024
Q3 		$2.7M Buy
219,717
+587
+0.3% +$6.28K 0.47% 88
2024
Q2 		$2.22M Buy
219,130
+29,680
+16% +$329K 0.42% 97
2024
Q1 		$2.25M Buy
189,450
+2,914
+2% +$25.2K 0.44% 92
2023
Q4 		$1.47M Buy
186,536
+41,051
+28% +$347K 0.29% 127
2023
Q3 		$1.52M Buy
+145,485
New +$1.6M 0.25% 138
2020
Q4 		– Sell
-156,896
Closed -$1.11M – 504
2020
Q3 		$1.11M Sell
156,896
-368
-0.2% -$2.53K 0.16% 203
2020
Q2 		$1M Hold
157,264
– – 0.16% 195
2020
Q1 		$819K Sell
157,264
-3,950
-2% -$28K 0.17% 181
2019
Q4 		$1.47M Buy
161,214
+5,767
+4% +$36.4K 0.18% 185
2019
Q3 		$706K Hold
155,447
– – 0.1% 254
2019
Q2 		$608K Buy
155,447
+68,008
+78% +$274K 0.08% 283
2019
Q1 		$307K Buy
87,439
+6,373
+8% +$21.2K 0.05% 304
2018
Q4 		$191K Sell
81,066
-6,075
-7% -$20.3K 0.03% 343
2018
Q3 		$366K Hold
87,141
– – 0.04% 328
2018
Q2 		$392K Hold
87,141
– – 0.05% 306
2018
Q1 		$362K Sell
87,141
-8,989
-9% -$35K 0.05% 290
2017
Q4 		$351K Hold
96,130
– – 0.05% 307
2017
Q3 		$365K Buy
96,130
+57,925
+152% +$212K 0.05% 303
2017
Q2 		$139K Buy
+38,205
New +$132K 0.02% 321

Other funds holding PESI

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
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Essex Investment Management's PESI Position: Q4 2025 in Review

Essex Investment Management sold out of Perma-Fix Environmental Services (PESI) in Q4 2025, closing a stake of 196,197 shares — an estimated $1.98M sold.

Essex Investment Management first reported a position in PESI in Q2 2017 and held it in 23 quarters. The position peaked at $2.7M in Q3 2024. 84 funds tracked by Wall St. Rank hold PESI as of Q4 2025.

  • Essex Investment Management reported no remaining Perma-Fix Environmental Services position as of Q4 2025 after selling out during the quarter.
  • Essex Investment Management sold 196,197 Perma-Fix Environmental Services shares in Q4 2025, an estimated $1.98M.
  • Essex Investment Management first reported a position in Perma-Fix Environmental Services in Q2 2017 and held it in 23 quarters.
  • Essex Investment Management's Perma-Fix Environmental Services position peaked at $2.7M in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q4 2025.

Based on Essex Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.