JIR
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James Investment Research’s Flex FLEX Stock Holding History

James Investment Research’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,438
Closed -$60K – 361
2023
Q1 		$60K Buy
+3,438
New +$59.5K 0.01% 344
2018
Q1 		– Sell
-144,484
Closed -$1.96M – 805
2017
Q4 		$1.96M Buy
+144,484
New +$1.95M 0.07% 298

Other funds holding FLEX

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

James Investment Research's FLEX Position: Q2 2023 in Review

James Investment Research sold out of Flex (FLEX) in Q2 2023, closing a stake of 3,438 shares — an estimated $60K sold.

James Investment Research first reported a position in FLEX in Q4 2017 and held it in 2 quarters. The position peaked at $1.96M in Q4 2017. 441 funds tracked by Wall St. Rank hold FLEX as of Q2 2023.

  • James Investment Research reported no remaining Flex position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 3,438 Flex shares in Q2 2023, an estimated $60K.
  • James Investment Research first reported a position in Flex in Q4 2017 and held it in 2 quarters.
  • James Investment Research's Flex position peaked at $1.96M in Q4 2017.
  • 441 funds tracked by Wall St. Rank held Flex as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.