EIM
ZEUS

Essex Investment Management’s Olympic Steel ZEUS Stock Holding History

Essex Investment Management’s Portfolio ZEUS Stock Details ZEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-67,203
Closed -$1.44M – 381
2017
Q4 		$1.44M Sell
67,203
-552
-0.8% -$11.3K 0.19% 170
2017
Q3 		$1.49M Sell
67,755
-809
-1% -$14.9K 0.2% 167
2017
Q2 		$1.34M Buy
68,564
+44,437
+184% +$814K 0.19% 172
2017
Q1 		$448K Buy
+24,127
New +$548K 0.07% 274

Other funds holding ZEUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MCM
Matarin Capital Management New York $409M AUM 33.03% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Essex Investment Management's ZEUS Position: Q1 2018 in Review

Essex Investment Management sold out of Olympic Steel (ZEUS) in Q1 2018, closing a stake of 67,203 shares — an estimated $1.44M sold.

Essex Investment Management first reported a position in ZEUS in Q1 2017 and held it in 4 quarters. The position peaked at $1.49M in Q3 2017. 107 funds tracked by Wall St. Rank hold ZEUS as of Q1 2018.

  • Essex Investment Management reported no remaining Olympic Steel position as of Q1 2018 after selling out during the quarter.
  • Essex Investment Management sold 67,203 Olympic Steel shares in Q1 2018, an estimated $1.44M.
  • Essex Investment Management first reported a position in Olympic Steel in Q1 2017 and held it in 4 quarters.
  • Essex Investment Management's Olympic Steel position peaked at $1.49M in Q3 2017.
  • 107 funds tracked by Wall St. Rank held Olympic Steel as of Q1 2018.

Based on Essex Investment Management's 13F filing for Q1 2018, filed 26 Apr 2018.