12 West Capital Management’s GoDaddy GDDY Stock Holding History

12 West Capital Management’s Portfolio GDDY Stock Details GDDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,116,483	Closed	-$81.9M	–	18
2020 Q2	$81.9M	Sell	1,116,483 -2,721,484	-71%	-$195M	4.23%	7
2020 Q1	$219M	Hold	3,837,967	–	–	13.06%	2
2019 Q4	$261M	Hold	3,837,967	–	–	16.44%	2
2019 Q3	$253M	Buy	3,837,967 +1,065,166	+38%	+$72.2M	16.3%	3
2019 Q2	$195M	Hold	2,772,801	–	–	14.63%	2
2019 Q1	$208M	Buy	2,772,801 +375,000	+16%	+$26.4M	17.01%	2
2018 Q4	$157M	Buy	2,397,801 +290,800	+14%	+$19.9M	16.2%	2
2018 Q3	$176M	Hold	2,107,001	–	–	12.9%	2
2018 Q2	$149M	Buy	2,107,001 +93,000	+5%	+$6.33M	12.27%	3
2018 Q1	$124M	Hold	2,014,001	–	–	13.6%	1
2017 Q4	$101M	Hold	2,014,001	–	–	12.24%	3
2017 Q3	$87.6M	Hold	2,014,001	–	–	12.25%	2
2017 Q2	$85.4M	Buy	2,014,001 +409,900	+26%	+$16.4M	14.46%	2
2017 Q1	$60.8M	Buy	+1,604,101	New	+$58.1M	12.09%	3

Other funds holding GDDY

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

12 West Capital Management's GDDY Position: Q3 2020 in Review

12 West Capital Management sold out of GoDaddy (GDDY) in Q3 2020, closing a stake of 1,116,483 shares — an estimated $81.9M sold.

12 West Capital Management first reported a position in GDDY in Q1 2017 and held it in 14 quarters. The position peaked at $261M in Q4 2019. 403 funds tracked by Wall St. Rank hold GDDY as of Q3 2020.

12 West Capital Management reported no remaining GoDaddy position as of Q3 2020 after selling out during the quarter.
12 West Capital Management sold 1,116,483 GoDaddy shares in Q3 2020, an estimated $81.9M.
12 West Capital Management first reported a position in GoDaddy in Q1 2017 and held it in 14 quarters.
12 West Capital Management's GoDaddy position peaked at $261M in Q4 2019.
403 funds tracked by Wall St. Rank held GoDaddy as of Q3 2020.

Based on 12 West Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.