EIM
QUIK icon

Essex Investment Management’s QuickLogic QUIK Stock Holding History

Essex Investment Management’s Portfolio QUIK Stock Details QUIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-126,765
Closed -$1.32M – 321
2024
Q2 		$1.32M Buy
126,765
+19,548
+18% +$247K 0.25% 140
2024
Q1 		$1.72M Buy
+107,217
New +$1.54M 0.34% 116
2017
Q2 		– Sell
-43,785
Closed -$1.09M – 356
2017
Q1 		$1.09M Buy
+43,785
New +$1M 0.17% 171

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HIM
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TFCM
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Geode Capital Management
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PCM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return