RP
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Riverwater Partners’s Five Below FIVE Stock Holding History

Riverwater Partners’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
2023
Q1 		– Sell
-1,462
Closed -$259K – 196
2022
Q4 		$259K Hold
1,462
– – 0.22% 150
2022
Q3 		$201K Buy
+1,462
New +$192K 0.2% 175

Other funds holding FIVE

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Riverwater Partners's FIVE Position: Q1 2023 in Review

Riverwater Partners sold out of Five Below (FIVE) in Q1 2023, closing a stake of 1,462 shares — an estimated $259K sold.

Riverwater Partners first reported a position in FIVE in Q3 2022 and held it in 2 quarters. The position peaked at $259K in Q4 2022. 496 funds tracked by Wall St. Rank hold FIVE as of Q1 2023.

  • Riverwater Partners reported no remaining Five Below position as of Q1 2023 after selling out during the quarter.
  • Riverwater Partners sold 1,462 Five Below shares in Q1 2023, an estimated $259K.
  • Riverwater Partners first reported a position in Five Below in Q3 2022 and held it in 2 quarters.
  • Riverwater Partners's Five Below position peaked at $259K in Q4 2022.
  • 496 funds tracked by Wall St. Rank held Five Below as of Q1 2023.

Based on Riverwater Partners's 13F filing for Q1 2023, filed 12 Apr 2023.