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Essex Investment Management’s UNIFI UFI Stock Holding History

Essex Investment Management’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-275,085
Closed -$2.22M – 402
2023
Q2 		$2.22M Buy
+275,085
New +$2.16M 0.31% 112

Other funds holding UFI

ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Essex Investment Management sold out of UNIFI (UFI) in Q3 2023, closing a stake of 275,085 shares — an estimated $2.22M sold.

Essex Investment Management first reported a position in UFI in Q2 2023 and held it in 1 quarter. The position peaked at $2.22M in Q2 2023. 72 funds tracked by Wall St. Rank hold UFI as of Q3 2023.

  • Essex Investment Management reported no remaining UNIFI position as of Q3 2023 after selling out during the quarter.
  • Essex Investment Management sold 275,085 UNIFI shares in Q3 2023, an estimated $2.22M.
  • Essex Investment Management first reported a position in UNIFI in Q2 2023 and held it in 1 quarter.
  • Essex Investment Management's UNIFI position peaked at $2.22M in Q2 2023.
  • 72 funds tracked by Wall St. Rank held UNIFI as of Q3 2023.

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