EIM
SPWR

Essex Investment Management’s SunPower Corporation Common Stock SPWR Stock Holding History

Essex Investment Management’s Portfolio SPWR Stock Details SPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-157,566
Closed -$1.54M – 408
2023
Q2 		$1.54M Buy
157,566
+66,689
+73% +$778K 0.22% 151
2023
Q1 		$1.26M Buy
90,877
+17,421
+24% +$273K 0.18% 170
2022
Q4 		$1.32M Sell
73,456
-743
-1% -$15.2K 0.21% 154
2022
Q3 		$1.71M Buy
74,199
+5,420
+8% +$122K 0.27% 115
2022
Q2 		$1.09M Sell
68,779
-1,142
-2% -$20.6K 0.18% 176
2022
Q1 		$1.5M Buy
69,921
+3,611
+5% +$66.4K 0.19% 173
2021
Q4 		$1.38M Sell
66,310
-755
-1% -$20.4K 0.16% 194
2021
Q3 		$1.52M Buy
67,065
+12,254
+22% +$287K 0.19% 177
2021
Q2 		$1.6M Sell
54,811
-6,770
-11% -$175K 0.19% 184
2021
Q1 		$2.06M Sell
61,581
-179,197
-74% -$6.72M 0.25% 137
2020
Q4 		$6.17M Sell
240,778
-48,435
-17% -$979K 0.77% 25
2020
Q3 		$3.62M Buy
289,213
+51,896
+22% +$437K 0.52% 44
2020
Q2 		$1.19M Sell
237,317
-18,359
-7% -$83.8K 0.2% 166
2020
Q1 		$849K Buy
255,676
+8,694
+4% +$45.7K 0.17% 177
2019
Q4 		$1.26M Buy
+246,982
New +$1.37M 0.16% 207
2016
Q4 		– Sell
-127,735
Closed -$746K – 381
2016
Q3 		$746K Buy
127,735
+65,423
+105% +$508K 0.12% 208
2016
Q2 		$632K Buy
62,312
+3,228
+5% +$38K 0.11% 209
2016
Q1 		$864K Buy
+59,084
New +$918K 0.15% 154
2015
Q4 		– Sell
-97,656
Closed -$1.28M – 340
2015
Q3 		$1.28M Sell
97,656
-71,913
-42% -$1.16M 0.21% 111
2015
Q2 		$3.15M Buy
169,569
+6,763
+4% +$142K 0.48% 57
2015
Q1 		$3.34M Buy
162,806
+26,648
+20% +$503K 0.47% 65
2014
Q4 		$2.3M Sell
136,158
-46,068
-25% -$855K 0.34% 78
2014
Q3 		$4.04M Buy
182,226
+8,200
+5% +$200K 0.62% 46
2014
Q2 		$4.67M Buy
174,026
+82,411
+90% +$1.8M 0.69% 35
2014
Q1 		$1.94M Buy
91,615
+54,223
+145% +$1.16M 0.28% 119
2013
Q4 		$730K Sell
37,392
-1,209
-3% -$24.2K 0.1% 233
2013
Q3 		$661K Buy
+38,601
New +$602K 0.1% 216

Other funds holding SPWR

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Essex Investment Management sold out of SunPower Corporation Common Stock (SPWR) in Q3 2023, closing a stake of 157,566 shares — an estimated $1.54M sold.

Essex Investment Management first reported a position in SPWR in Q3 2013 and held it in 27 quarters. The position peaked at $6.17M in Q4 2020. 253 funds tracked by Wall St. Rank hold SPWR as of Q3 2023.

  • Essex Investment Management reported no remaining SunPower Corporation Common Stock position as of Q3 2023 after selling out during the quarter.
  • Essex Investment Management sold 157,566 SunPower Corporation Common Stock shares in Q3 2023, an estimated $1.54M.
  • Essex Investment Management first reported a position in SunPower Corporation Common Stock in Q3 2013 and held it in 27 quarters.
  • Essex Investment Management's SunPower Corporation Common Stock position peaked at $6.17M in Q4 2020.
  • 253 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q3 2023.

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