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Insight Capital Research & Management’s Five Below FIVE Stock Holding History

Insight Capital Research & Management’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-42,120
Closed -$1.68M – 89
2016
Q4 		$1.68M Buy
+42,120
New +$1.66M 0.89% 45
2016
Q3 		– Sell
-47,645
Closed -$2.21M – 109
2016
Q2 		$2.21M Buy
+47,645
New +$1.99M 0.77% 77

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Insight Capital Research & Management's FIVE Position: Q1 2017 in Review

Insight Capital Research & Management sold out of Five Below (FIVE) in Q1 2017, closing a stake of 42,120 shares — an estimated $1.68M sold.

Insight Capital Research & Management first reported a position in FIVE in Q2 2016 and held it in 2 quarters. The position peaked at $2.21M in Q2 2016. 268 funds tracked by Wall St. Rank hold FIVE as of Q1 2017.

  • Insight Capital Research & Management reported no remaining Five Below position as of Q1 2017 after selling out during the quarter.
  • Insight Capital Research & Management sold 42,120 Five Below shares in Q1 2017, an estimated $1.68M.
  • Insight Capital Research & Management first reported a position in Five Below in Q2 2016 and held it in 2 quarters.
  • Insight Capital Research & Management's Five Below position peaked at $2.21M in Q2 2016.
  • 268 funds tracked by Wall St. Rank held Five Below as of Q1 2017.

Based on Insight Capital Research & Management's 13F filing for Q1 2017, filed 8 May 2017.