FG
QIPT

Formula Growth’s Quipt Home Medical QIPT Stock Holding History

Formula Growth’s Portfolio QIPT Stock Details QIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-227,234
Closed -$1.16M – 151
2023
Q3 		$1.16M Sell
227,234
-2,466
-1% -$13.2K 0.39% 88
2023
Q2 		$1.23M Buy
+229,700
New +$1.36M 0.39% 87

Other funds holding QIPT

CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
NAM
NewGen Asset Management Toronto, Ontario, Canada $259M AUM 140.76% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Formula Growth's QIPT Position: Q4 2023 in Review

Formula Growth sold out of Quipt Home Medical (QIPT) in Q4 2023, closing a stake of 227,234 shares — an estimated $1.16M sold.

Formula Growth first reported a position in QIPT in Q2 2023 and held it in 2 quarters. The position peaked at $1.23M in Q2 2023. 85 funds tracked by Wall St. Rank hold QIPT as of Q4 2023.

  • Formula Growth reported no remaining Quipt Home Medical position as of Q4 2023 after selling out during the quarter.
  • Formula Growth sold 227,234 Quipt Home Medical shares in Q4 2023, an estimated $1.16M.
  • Formula Growth first reported a position in Quipt Home Medical in Q2 2023 and held it in 2 quarters.
  • Formula Growth's Quipt Home Medical position peaked at $1.23M in Q2 2023.
  • 85 funds tracked by Wall St. Rank held Quipt Home Medical as of Q4 2023.

Based on Formula Growth's 13F filing for Q4 2023, filed 13 Feb 2024.