WCM Investment Management
FIVE icon

WCM Investment Management’s Five Below FIVE Stock Holding History

WCM Investment 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
2024
Q3 		– Sell
-108,910
Closed -$12M – 293
2024
Q2 		$12M Buy
108,910
+1,598
+1% +$221K 0.03% 136
2024
Q1 		$19.5M Buy
107,312
+795
+0.7% +$153K 0.05% 100
2023
Q4 		$22.8M Sell
106,517
-13,752
-11% -$2.52M 0.06% 84
2023
Q3 		$19.4M Buy
120,269
+48,115
+67% +$8.79M 0.06% 76
2023
Q2 		$14.2M Buy
72,154
+5,220
+8% +$1.02M 0.04% 112
2023
Q1 		$13.8M Sell
66,934
-15,519
-19% -$3.06M 0.04% 111
2022
Q4 		$14.6M Sell
82,453
-18,842
-19% -$2.96M 0.05% 93
2022
Q3 		$14M Buy
101,295
+2,738
+3% +$360K 0.05% 88
2022
Q2 		$11.4M Buy
+98,557
New +$14.2M 0.04% 112

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

WCM Investment Management's FIVE Position: Q3 2024 in Review

WCM Investment Management sold out of Five Below (FIVE) in Q3 2024, closing a stake of 108,910 shares — an estimated $12M sold.

WCM Investment Management first reported a position in FIVE in Q2 2022 and held it in 9 quarters. The position peaked at $22.8M in Q4 2023. 402 funds tracked by Wall St. Rank hold FIVE as of Q3 2024.

  • WCM Investment Management reported no remaining Five Below position as of Q3 2024 after selling out during the quarter.
  • WCM Investment Management sold 108,910 Five Below shares in Q3 2024, an estimated $12M.
  • WCM Investment Management first reported a position in Five Below in Q2 2022 and held it in 9 quarters.
  • WCM Investment Management's Five Below position peaked at $22.8M in Q4 2023.
  • 402 funds tracked by Wall St. Rank held Five Below as of Q3 2024.

Based on WCM Investment Management's 13F filing for Q3 2024, filed 4 Nov 2024.