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Essex Investment Management’s Vital Farms VITL Stock Holding History

Essex Investment Management’s Portfolio VITL Stock Details VITL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-129,953
Closed -$1.99M – 411
2023
Q1 		$1.99M Buy
129,953
+17,681
+16% +$280K 0.29% 112
2022
Q4 		$1.68M Buy
+112,272
New +$1.55M 0.26% 116

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ACI
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Bank of America
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American Century Companies
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PAMS
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Investment Management's VITL Position: Q2 2023 in Review

Essex Investment Management sold out of Vital Farms (VITL) in Q2 2023, closing a stake of 129,953 shares — an estimated $1.99M sold.

Essex Investment Management first reported a position in VITL in Q4 2022 and held it in 2 quarters. The position peaked at $1.99M in Q1 2023. 138 funds tracked by Wall St. Rank hold VITL as of Q2 2023.

  • Essex Investment Management reported no remaining Vital Farms position as of Q2 2023 after selling out during the quarter.
  • Essex Investment Management sold 129,953 Vital Farms shares in Q2 2023, an estimated $1.99M.
  • Essex Investment Management first reported a position in Vital Farms in Q4 2022 and held it in 2 quarters.
  • Essex Investment Management's Vital Farms position peaked at $1.99M in Q1 2023.
  • 138 funds tracked by Wall St. Rank held Vital Farms as of Q2 2023.

Based on Essex Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.