Essex Investment Management’s Porch Group PRCH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-680,726	Closed	-$939K	–	389
2023 Q2	$939K	Buy	680,726 +80,338	+13%	+$97.3K	0.13%	216
2023 Q1	$859K	Buy	600,388 +86,447	+17%	+$205K	0.12%	213
2022 Q4	$966K	Sell	513,941 -5,530	-1%	-$9.76K	0.15%	200
2022 Q3	$1.17M	Buy	519,471 +13,867	+3%	+$33.6K	0.19%	162
2022 Q2	$1.29M	Buy	+505,604	New	+$2.09M	0.21%	148
2022 Q1	–	Sell	-25,000	Closed	-$390K	–	416
2021 Q4	$390K	Hold	25,000	–	–	0.04%	282
2021 Q3	$442K	Hold	25,000	–	–	0.05%	279
2021 Q2	$484K	Buy	+25,000	New	+$412K	0.06%	285

Other funds holding PRCH

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

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

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return

FNF

Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AWG

Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

JAMONY

Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Essex Investment Management's PRCH Position: Q3 2023 in Review

Essex Investment Management sold out of Porch Group (PRCH) in Q3 2023, closing a stake of 680,726 shares — an estimated $939K sold.

Essex Investment Management first reported a position in PRCH in Q2 2021 and held it in 8 quarters. The position peaked at $1.29M in Q2 2022. 75 funds tracked by Wall St. Rank hold PRCH as of Q3 2023.

Essex Investment Management reported no remaining Porch Group position as of Q3 2023 after selling out during the quarter.
Essex Investment Management sold 680,726 Porch Group shares in Q3 2023, an estimated $939K.
Essex Investment Management first reported a position in Porch Group in Q2 2021 and held it in 8 quarters.
Essex Investment Management's Porch Group position peaked at $1.29M in Q2 2022.
75 funds tracked by Wall St. Rank held Porch Group as of Q3 2023.

Based on Essex Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.