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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
2021
Q1 		– Sell
-26,600
Closed -$4.65M – 467
2020
Q4 		$4.65M Buy
+26,600
New +$3.94M 0.24% 113
2019
Q3 		– Sell
-149,200
Closed -$17.9M – 310
2019
Q2 		$17.9M Buy
+149,200
New +$19.6M 1.24% 13
2018
Q2 		– Sell
-110,000
Closed -$8.07M – 382
2018
Q1 		$8.07M Sell
110,000
-26,300
-19% -$1.77M 0.34% 74
2017
Q4 		$9.04M Buy
+136,300
New +$8.19M 0.47% 68

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.