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Jackson Creek Investment Advisors’s Vita Coco COCO Stock Holding History

Jackson Creek Investment Advisors’s Portfolio COCO Stock Details COCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-41,489
Closed -$1.16M – 309
2024
Q2 		$1.16M Sell
41,489
-62
-0.1% -$1.64K 0.42% 74
2024
Q1 		$1.01M Buy
+41,551
New +$965K 0.36% 150

Other funds holding COCO

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jackson Creek Investment Advisors's COCO Position: Q3 2024 in Review

Jackson Creek Investment Advisors sold out of Vita Coco (COCO) in Q3 2024, closing a stake of 41,489 shares — an estimated $1.16M sold.

Jackson Creek Investment Advisors first reported a position in COCO in Q1 2024 and held it in 2 quarters. The position peaked at $1.16M in Q2 2024. 183 funds tracked by Wall St. Rank hold COCO as of Q3 2024.

  • Jackson Creek Investment Advisors reported no remaining Vita Coco position as of Q3 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 41,489 Vita Coco shares in Q3 2024, an estimated $1.16M.
  • Jackson Creek Investment Advisors first reported a position in Vita Coco in Q1 2024 and held it in 2 quarters.
  • Jackson Creek Investment Advisors's Vita Coco position peaked at $1.16M in Q2 2024.
  • 183 funds tracked by Wall St. Rank held Vita Coco as of Q3 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.