EIM
SRXH

Essex Investment Management’s SRX Global SRXH Stock Holding History

Essex Investment Management’s Portfolio SRXH Stock Details SRXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2
Closed -$3K – 398
2022
Q3 		$3K Hold
2
– – ﹤0.01% 400
2022
Q2 		$9K Buy
+2
New +$9.35K ﹤0.01% 386

Other funds holding SRXH

MAM
Must Asset Management Seoul, South Korea $40.9M AUM 22.53% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Essex Investment Management's SRXH Position: Q4 2022 in Review

Essex Investment Management sold out of SRX Global (SRXH) in Q4 2022, closing a stake of 2 shares — an estimated $3K sold.

Essex Investment Management first reported a position in SRXH in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q2 2022. 22 funds tracked by Wall St. Rank hold SRXH as of Q4 2022.

  • Essex Investment Management reported no remaining SRX Global position as of Q4 2022 after selling out during the quarter.
  • Essex Investment Management sold 2 SRX Global shares in Q4 2022, an estimated $3K.
  • Essex Investment Management first reported a position in SRX Global in Q2 2022 and held it in 2 quarters.
  • Essex Investment Management's SRX Global position peaked at $9K in Q2 2022.
  • 22 funds tracked by Wall St. Rank held SRX Global as of Q4 2022.

Based on Essex Investment Management's 13F filing for Q4 2022, filed 3 Feb 2023.