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Herald Investment Management’s Marchex MCHX Stock Holding History

Herald Investment Management’s Portfolio MCHX Stock Details MCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-137,291
Closed -$216K – 98
2020
Q2 		$216K Hold
137,291
– – 0.05% 91
2020
Q1 		$196K Hold
137,291
– – 0.06% 91
2019
Q4 		$517K Hold
137,291
– – 0.13% 83
2019
Q3 		$431K Hold
137,291
– – 0.13% 79
2019
Q2 		$645K Hold
137,291
– – 0.18% 78
2019
Q1 		$649K Buy
+137,291
New +$561K 0.17% 82

Other funds holding MCHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Herald Investment Management's MCHX Position: Q3 2020 in Review

Herald Investment Management sold out of Marchex (MCHX) in Q3 2020, closing a stake of 137,291 shares — an estimated $216K sold.

Herald Investment Management first reported a position in MCHX in Q1 2019 and held it in 6 quarters. The position peaked at $649K in Q1 2019. 52 funds tracked by Wall St. Rank hold MCHX as of Q3 2020.

  • Herald Investment Management reported no remaining Marchex position as of Q3 2020 after selling out during the quarter.
  • Herald Investment Management sold 137,291 Marchex shares in Q3 2020, an estimated $216K.
  • Herald Investment Management first reported a position in Marchex in Q1 2019 and held it in 6 quarters.
  • Herald Investment Management's Marchex position peaked at $649K in Q1 2019.
  • 52 funds tracked by Wall St. Rank held Marchex as of Q3 2020.

Based on Herald Investment Management's 13F filing for Q3 2020, filed 12 Nov 2020.