ZIM
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Zacks Investment Management’s i3 Verticals IIIV Stock Holding History

Zacks Investment Management’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-30,731
Closed -$754K – 685
2023
Q1 		$754K Buy
30,731
+2,229
+8% +$58.5K 0.01% 405
2022
Q4 		$694K Buy
+28,502
New +$643K 0.01% 404

Other funds holding IIIV

GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
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
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Zacks Investment Management's IIIV Position: Q2 2023 in Review

Zacks Investment Management sold out of i3 Verticals (IIIV) in Q2 2023, closing a stake of 30,731 shares — an estimated $754K sold.

Zacks Investment Management first reported a position in IIIV in Q4 2022 and held it in 2 quarters. The position peaked at $754K in Q1 2023. 135 funds tracked by Wall St. Rank hold IIIV as of Q2 2023.

  • Zacks Investment Management reported no remaining i3 Verticals position as of Q2 2023 after selling out during the quarter.
  • Zacks Investment Management sold 30,731 i3 Verticals shares in Q2 2023, an estimated $754K.
  • Zacks Investment Management first reported a position in i3 Verticals in Q4 2022 and held it in 2 quarters.
  • Zacks Investment Management's i3 Verticals position peaked at $754K in Q1 2023.
  • 135 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2023.

Based on Zacks Investment Management's 13F filing for Q2 2023, filed 15 Aug 2023.