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Needham Investment Management’s Smartbird Inc BIRD Stock Holding History

Needham Investment Management’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,500
Closed -$61.3K – 132
2023
Q4 		$61.3K Hold
2,500
– – 0.01% 130
2023
Q3 		$55.5K Hold
2,500
– – 0.01% 120
2023
Q2 		$63K Sell
2,500
-1,250
-33% -$31.2K 0.01% 119
2023
Q1 		$90K Hold
3,750
– – 0.02% 119
2022
Q4 		$182K Sell
3,750
-3,295
-47% -$193K 0.03% 112
2022
Q3 		$428K Buy
7,045
+270
+4% +$23.9K 0.08% 106
2022
Q2 		$533K Buy
6,775
+400
+6% +$40.4K 0.1% 107
2022
Q1 		$767K Buy
6,375
+3,625
+132% +$713K 0.11% 102
2021
Q4 		$829K Buy
+2,750
New +$1.03M 0.1% 96

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Needham Investment Management's BIRD Position: Q1 2024 in Review

Needham Investment Management sold out of Smartbird Inc (BIRD) in Q1 2024, closing a stake of 2,500 shares — an estimated $61.3K sold.

Needham Investment Management first reported a position in BIRD in Q4 2021 and held it in 9 quarters. The position peaked at $829K in Q4 2021. 97 funds tracked by Wall St. Rank hold BIRD as of Q1 2024.

  • Needham Investment Management reported no remaining Smartbird Inc position as of Q1 2024 after selling out during the quarter.
  • Needham Investment Management sold 2,500 Smartbird Inc shares in Q1 2024, an estimated $61.3K.
  • Needham Investment Management first reported a position in Smartbird Inc in Q4 2021 and held it in 9 quarters.
  • Needham Investment Management's Smartbird Inc position peaked at $829K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2024.

Based on Needham Investment Management's 13F filing for Q1 2024, filed 15 May 2024.