Surevest’s PetMed Express PETS Stock Holding History

Surevest’s Portfolio PETS Stock Details PETS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-61	Closed	-$1K	–	567
2022 Q2	$1K	Hold	61	–	–	﹤0.01%	520
2022 Q1	$2K	Hold	61	–	–	﹤0.01%	410
2021 Q4	$2K	Buy	+61	New	+$1.69K	﹤0.01%	417

Other funds holding PETS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

OCMI

Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return

Surevest's PETS Position: Q3 2022 in Review

Surevest sold out of PetMed Express (PETS) in Q3 2022, closing a stake of 61 shares — an estimated $1K sold.

Surevest first reported a position in PETS in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 177 funds tracked by Wall St. Rank hold PETS as of Q3 2022.

Surevest reported no remaining PetMed Express position as of Q3 2022 after selling out during the quarter.
Surevest sold 61 PetMed Express shares in Q3 2022, an estimated $1K.
Surevest first reported a position in PetMed Express in Q4 2021 and held it in 3 quarters.
Surevest's PetMed Express position peaked at $2K in Q1 2022.
177 funds tracked by Wall St. Rank held PetMed Express as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.