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Intrinsic Edge Capital Management’s Mobileye MBLY Stock Holding History

Intrinsic Edge Capital Management’s Portfolio MBLY Stock Details MBLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,213,099
Closed -$35.1M – 181
2024
Q1 		$39M Buy
+1,213,099
New +$34.4M 3.05% 1
2023
Q2 		– Sell
-100,000
Closed -$4.33M – 194
2023
Q1 		$4.33M Buy
+100,000
New +$3.92M 0.43% 84

Other funds holding MBLY

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
F
FIFTHDELTA London, United Kingdom $853M AUM 18.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Intrinsic Edge Capital Management's MBLY Position: Q2 2024 in Review

Intrinsic Edge Capital Management sold out of Mobileye (MBLY) in Q2 2024, closing a stake of 1,213,099 shares — an estimated $35.1M sold.

Intrinsic Edge Capital Management first reported a position in MBLY in Q1 2023 and held it in 2 quarters. The position peaked at $39M in Q1 2024. 254 funds tracked by Wall St. Rank hold MBLY as of Q2 2024.

  • Intrinsic Edge Capital Management reported no remaining Mobileye position as of Q2 2024 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 1,213,099 Mobileye shares in Q2 2024, an estimated $35.1M.
  • Intrinsic Edge Capital Management first reported a position in Mobileye in Q1 2023 and held it in 2 quarters.
  • Intrinsic Edge Capital Management's Mobileye position peaked at $39M in Q1 2024.
  • 254 funds tracked by Wall St. Rank held Mobileye as of Q2 2024.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.