Essex Investment Management’s Treace Medical Concepts TMCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-139,960	Closed	-$3.22M	–	423
2022 Q4	$3.22M	Sell	139,960 -2,994	-2%	-$68.9K	0.5%	64
2022 Q3	$3.15M	Buy	142,954 +46,263	+48%	+$895K	0.5%	60
2022 Q2	$1.39M	Buy	+96,691	New	+$1.63M	0.22%	131

Other funds holding TMCI

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Essex Investment Management's TMCI Position: Q1 2023 in Review

Essex Investment Management sold out of Treace Medical Concepts (TMCI) in Q1 2023, closing a stake of 139,960 shares — an estimated $3.22M sold.

Essex Investment Management first reported a position in TMCI in Q2 2022 and held it in 3 quarters. The position peaked at $3.22M in Q4 2022. 123 funds tracked by Wall St. Rank hold TMCI as of Q1 2023.

Essex Investment Management reported no remaining Treace Medical Concepts position as of Q1 2023 after selling out during the quarter.
Essex Investment Management sold 139,960 Treace Medical Concepts shares in Q1 2023, an estimated $3.22M.
Essex Investment Management first reported a position in Treace Medical Concepts in Q2 2022 and held it in 3 quarters.
Essex Investment Management's Treace Medical Concepts position peaked at $3.22M in Q4 2022.
123 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q1 2023.

Based on Essex Investment Management's 13F filing for Q1 2023, filed 4 May 2023.