Five Below shares owned by Montag & Caldwell
Quarter-by-quarter ownership of Five Below (FIVE) shares owned by Montag & Caldwell
from 13F filings
Historical chart of Montag & Caldwell investment in Five Below
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Quarterly reported holdings in Five Below by Montag & Caldwell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.7M | 42k | 181.38 |
| 2023-12-31 | $17M | 80k | 213.16 |
| 2023-09-30 | $20M | 126k | 160.90 |
| 2023-06-30 | $26M | 130k | 196.54 |
| 2023-03-31 | $28M | 138k | 205.97 |
| 2022-12-31 | $27M | 152k | 176.87 |
| 2022-09-30 | $25M | 178k | 137.67 |
| 2022-06-30 | $15M | 133k | 113.43 |
| 2022-03-31 | $34M | 167k | 206.84 |
| 2021-12-31 | $34M | 167k | 206.84 |
| 2021-09-30 | $33M | 186k | 176.81 |
| 2021-06-30 | $27M | 141k | 193.27 |
| 2021-03-31 | $22M | 117k | 190.79 |
| 2020-12-31 | $31M | 179k | 174.98 |
| 2020-09-30 | $1.3M | 10k | 126.91 |
| 2020-06-30 | $999k | 9.3k | 106.87 |
| 2020-03-31 | $525k | 7.5k | 70.39 |
| 2019-12-31 | $468k | 3.7k | 127.94 |
| 2019-09-30 | $200k | 1.6k | 125.79 |
| 2018-06-30 | $353k | 3.6k | 97.70 |
| 2018-03-31 | $390k | 5.3k | 73.29 |
| 2017-12-31 | $272k | 4.1k | 66.31 |
| 2017-09-30 | $217k | 4.0k | 54.88 |
| 2017-03-31 | $429k | 9.9k | 43.32 |