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Ipswich Investment Management’s Five Below FIVE Stock Holding History

Ipswich Investment 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
2019
Q1 		– Sell
-945
Closed -$97K – 251
2018
Q4 		$97K Buy
+945
New +$104K 0.04% 216

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ipswich Investment Management's FIVE Position: Q1 2019 in Review

Ipswich Investment Management sold out of Five Below (FIVE) in Q1 2019, closing a stake of 945 shares — an estimated $97K sold.

Ipswich Investment Management first reported a position in FIVE in Q4 2018 and held it in 1 quarter. The position peaked at $97K in Q4 2018. 442 funds tracked by Wall St. Rank hold FIVE as of Q1 2019.

  • Ipswich Investment Management reported no remaining Five Below position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 945 Five Below shares in Q1 2019, an estimated $97K.
  • Ipswich Investment Management first reported a position in Five Below in Q4 2018 and held it in 1 quarter.
  • Ipswich Investment Management's Five Below position peaked at $97K in Q4 2018.
  • 442 funds tracked by Wall St. Rank held Five Below as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.