SPM
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Symmetry Peak Management’s Five Below FIVE Stock Holding History

Symmetry Peak 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
2023
Q1 		– Sell
-2,600
Closed -$460K – 167
2022
Q4 		$460K Buy
+2,600
New +$409K 1.82% 59
2020
Q4 		– Sell
-2,500
Closed -$318K – 103
2020
Q3 		$318K Buy
+2,500
New +$285K 1.64% 55
2018
Q3 		– Sell
-5,000
Closed -$489K – 171
2018
Q2 		$489K Buy
5,000
+4,124
+471% +$331K 1.14% 92
2018
Q1 		$64K Buy
+876
New +$59K 0.25% 57

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 $5.7T 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