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Needham Investment Management’s Roku ROKU Stock Holding History

Needham Investment Management’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-3,000
Closed -$262K – 112
2020
Q1 		$262K Buy
+3,000
New +$345K 0.07% 101
2019
Q1 		– Sell
-10,000
Closed -$306K – 80
2018
Q4 		$306K Buy
+10,000
New +$471K 0.11% 73

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Needham Investment Management's ROKU Position: Q2 2020 in Review

Needham Investment Management sold out of Roku (ROKU) in Q2 2020, closing a stake of 3,000 shares — an estimated $262K sold.

Needham Investment Management first reported a position in ROKU in Q4 2018 and held it in 2 quarters. The position peaked at $306K in Q4 2018. 538 funds tracked by Wall St. Rank hold ROKU as of Q2 2020.

  • Needham Investment Management reported no remaining Roku position as of Q2 2020 after selling out during the quarter.
  • Needham Investment Management sold 3,000 Roku shares in Q2 2020, an estimated $262K.
  • Needham Investment Management first reported a position in Roku in Q4 2018 and held it in 2 quarters.
  • Needham Investment Management's Roku position peaked at $306K in Q4 2018.
  • 538 funds tracked by Wall St. Rank held Roku as of Q2 2020.

Based on Needham Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.