EIM
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Essex Investment Management’s SmartRent SMRT Stock Holding History

Essex Investment Management’s Portfolio SMRT Stock Details SMRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-185,246
Closed -$483K – 371
2023
Q3 		$483K Sell
185,246
-199,019
-52% -$676K 0.08% 238
2023
Q2 		$1.47M Buy
+384,265
New +$1.17M 0.21% 154

Other funds holding SMRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return

Essex Investment Management's SMRT Position: Q4 2023 in Review

Essex Investment Management sold out of SmartRent (SMRT) in Q4 2023, closing a stake of 185,246 shares — an estimated $483K sold.

Essex Investment Management first reported a position in SMRT in Q2 2023 and held it in 2 quarters. The position peaked at $1.47M in Q2 2023. 123 funds tracked by Wall St. Rank hold SMRT as of Q4 2023.

  • Essex Investment Management reported no remaining SmartRent position as of Q4 2023 after selling out during the quarter.
  • Essex Investment Management sold 185,246 SmartRent shares in Q4 2023, an estimated $483K.
  • Essex Investment Management first reported a position in SmartRent in Q2 2023 and held it in 2 quarters.
  • Essex Investment Management's SmartRent position peaked at $1.47M in Q2 2023.
  • 123 funds tracked by Wall St. Rank held SmartRent as of Q4 2023.

Based on Essex Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.