Wilkinson Global Asset Management’s Cognex CGNX Stock Holding History

Wilkinson Global Asset Management’s Portfolio CGNX Stock Details CGNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9,380	Closed	-$392K	–	88
2023 Q4	$392K	Sell	9,380 -10	-0.1%	-$384	0.03%	65
2023 Q3	$399K	Hold	9,390	–	–	0.03%	68
2023 Q2	$526K	Hold	9,390	–	–	0.04%	57
2023 Q1	$465K	Hold	9,390	–	–	0.04%	59
2022 Q4	$442K	Sell	9,390 -170	-2%	-$7.96K	0.04%	62
2022 Q3	$396K	Sell	9,560 -5,620	-37%	-$254K	0.04%	64
2022 Q2	$645K	Sell	15,180 -340,977	-96%	-$19.1M	0.06%	54
2022 Q1	$27.5M	Sell	356,157 -47,095	-12%	-$3.22M	1.77%	26
2021 Q4	$31.4M	Buy	403,252 +462	+0.1%	+$37.3K	1.74%	26
2021 Q3	$32.3M	Sell	402,790 -8,207	-2%	-$706K	1.97%	23
2021 Q2	$34.5M	Sell	410,997 -3,350	-0.8%	-$271K	2.04%	22
2021 Q1	$34.4M	Buy	+414,347	New	+$34.5M	2.18%	19

Other funds holding CGNX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wilkinson Global Asset Management's CGNX Position: Q1 2024 in Review

Wilkinson Global Asset Management sold out of Cognex (CGNX) in Q1 2024, closing a stake of 9,380 shares — an estimated $392K sold.

Wilkinson Global Asset Management first reported a position in CGNX in Q1 2021 and held it in 12 quarters. The position peaked at $34.5M in Q2 2021. 423 funds tracked by Wall St. Rank hold CGNX as of Q1 2024.

Wilkinson Global Asset Management reported no remaining Cognex position as of Q1 2024 after selling out during the quarter.
Wilkinson Global Asset Management sold 9,380 Cognex shares in Q1 2024, an estimated $392K.
Wilkinson Global Asset Management first reported a position in Cognex in Q1 2021 and held it in 12 quarters.
Wilkinson Global Asset Management's Cognex position peaked at $34.5M in Q2 2021.
423 funds tracked by Wall St. Rank held Cognex as of Q1 2024.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2024, filed 10 May 2024.