Tamarack Advisers’s Plexus PLXS Stock Holding History

Tamarack Advisers’s Portfolio PLXS Stock Details PLXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-15,500	Closed	-$1.6M	–	45
2022 Q4	$1.6M	Sell	15,500 -4,500	-23%	-$455K	0.82%	30
2022 Q3	$1.75M	Buy	20,000 +14,000	+233%	+$1.25M	1.03%	29
2022 Q2	$471K	Buy	6,000 +1,000	+20%	+$81.1K	0.27%	36
2022 Q1	$409K	Sell	5,000 -37,000	-88%	-$3.08M	0.19%	41
2021 Q4	$4.03M	Buy	42,000 +2,000	+5%	+$185K	1.66%	23
2021 Q3	$3.58M	Buy	40,000 +26,000	+186%	+$2.31M	1.13%	27
2021 Q2	$1.28M	Sell	14,000 -96,000	-87%	-$9M	0.36%	35
2021 Q1	$10.1M	Buy	110,000 +10,000	+10%	+$848K	2.07%	21
2020 Q4	$7.88M	Sell	100,000 -45,000	-31%	-$3.36M	1.64%	22
2020 Q3	$10.2M	Buy	145,000 +79,000	+120%	+$5.79M	3.16%	14
2020 Q2	$4.66M	Buy	+66,000	New	+$4.1M	1.3%	26

Other funds holding PLXS

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Tamarack Advisers's PLXS Position: Q1 2023 in Review

Tamarack Advisers sold out of Plexus (PLXS) in Q1 2023, closing a stake of 15,500 shares — an estimated $1.6M sold.

Tamarack Advisers first reported a position in PLXS in Q2 2020 and held it in 11 quarters. The position peaked at $10.2M in Q3 2020. 238 funds tracked by Wall St. Rank hold PLXS as of Q1 2023.

Tamarack Advisers reported no remaining Plexus position as of Q1 2023 after selling out during the quarter.
Tamarack Advisers sold 15,500 Plexus shares in Q1 2023, an estimated $1.6M.
Tamarack Advisers first reported a position in Plexus in Q2 2020 and held it in 11 quarters.
Tamarack Advisers's Plexus position peaked at $10.2M in Q3 2020.
238 funds tracked by Wall St. Rank held Plexus as of Q1 2023.

Based on Tamarack Advisers's 13F filing for Q1 2023, filed 11 May 2023.