JGC
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J. Goldman & Co’s Five Below FIVE Stock Holding History

J. Goldman & Co’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
2025
Q1 		– Sell
-109,522
Closed -$11.5M – 524
2024
Q4 		$11.5M Buy
109,522
+105,288
+2,487% +$10.1M 0.3% 102
2024
Q3 		$374K Sell
4,234
-92,313
-96% -$7.78M 0.01% 372
2024
Q2 		$10.5M Buy
+96,547
New +$13.4M 0.3% 105
2022
Q4 		– Sell
-3,809
Closed -$524K – 410
2022
Q3 		$524K Buy
+3,809
New +$500K 0.03% 292
2021
Q1 		– Sell
-1,973
Closed -$345K – 466
2020
Q4 		$345K Buy
+1,973
New +$292K 0.02% 301
2020
Q1 		– Sell
-173,937
Closed -$22.2M – 279
2019
Q4 		$22.2M Buy
173,937
+39,794
+30% +$4.98M 1.59% 6
2019
Q3 		$16.9M Sell
134,143
-8,963
-6% -$1.09M 1.27% 16
2019
Q2 		$17.2M Sell
143,106
-3,204
-2% -$422K 1.19% 14
2019
Q1 		$18.2M Buy
+146,310
New +$17.7M 1.02% 20
2017
Q4 		– Sell
-140,500
Closed -$8.44M – 370
2017
Q3 		$7.71M Sell
140,500
-105,700
-43% -$5.17M 0.39% 77
2017
Q2 		$12.2M Buy
+246,200
New +$12.1M 0.66% 42
2016
Q1 		– Sell
-587,743
Closed -$18.9M – 313
2015
Q4 		$18.9M Buy
587,743
+116,291
+25% +$3.72M 1.95% 6
2015
Q3 		$15.8M Buy
471,452
+111,174
+31% +$4.04M 1.36% 12
2015
Q2 		$14.2M Sell
360,278
-123,522
-26% -$4.49M 0.86% 23
2015
Q1 		$17.2M Buy
+483,800
New +$16.2M 1.07% 15

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

J. Goldman & Co's FIVE Position: Q1 2025 in Review

J. Goldman & Co sold out of Five Below (FIVE) in Q1 2025, closing a stake of 109,522 shares — an estimated $11.5M sold.

J. Goldman & Co first reported a position in FIVE in Q1 2015 and held it in 15 quarters. The position peaked at $22.2M in Q4 2019. 409 funds tracked by Wall St. Rank hold FIVE as of Q1 2025.

  • J. Goldman & Co reported no remaining Five Below position as of Q1 2025 after selling out during the quarter.
  • J. Goldman & Co sold 109,522 Five Below shares in Q1 2025, an estimated $11.5M.
  • J. Goldman & Co first reported a position in Five Below in Q1 2015 and held it in 15 quarters.
  • J. Goldman & Co's Five Below position peaked at $22.2M in Q4 2019.
  • 409 funds tracked by Wall St. Rank held Five Below as of Q1 2025.

Based on J. Goldman & Co's 13F filing for Q1 2025, filed 15 May 2025.