MPAM
FIVE icon

Monarch Partners Asset Management’s Five Below FIVE Stock Holding History

Monarch Partners Asset 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
2017
Q2 		– Sell
-54,005
Closed -$2.34M – 175
2017
Q1 		$2.34M Buy
+54,005
New +$2.15M 0.23% 117

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Monarch Partners Asset Management's FIVE Position: Q2 2017 in Review

Monarch Partners Asset Management sold out of Five Below (FIVE) in Q2 2017, closing a stake of 54,005 shares — an estimated $2.34M sold.

Monarch Partners Asset Management first reported a position in FIVE in Q1 2017 and held it in 1 quarter. The position peaked at $2.34M in Q1 2017. 271 funds tracked by Wall St. Rank hold FIVE as of Q2 2017.

  • Monarch Partners Asset Management reported no remaining Five Below position as of Q2 2017 after selling out during the quarter.
  • Monarch Partners Asset Management sold 54,005 Five Below shares in Q2 2017, an estimated $2.34M.
  • Monarch Partners Asset Management first reported a position in Five Below in Q1 2017 and held it in 1 quarter.
  • Monarch Partners Asset Management's Five Below position peaked at $2.34M in Q1 2017.
  • 271 funds tracked by Wall St. Rank held Five Below as of Q2 2017.

Based on Monarch Partners Asset Management's 13F filing for Q2 2017, filed 2 Aug 2017.