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Advisory Research’s Samsara IOT Stock Holding History

Advisory Research’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-134,193
Closed -$4.48M – 238
2023
Q4 		$4.48M Sell
134,193
-99,985
-43% -$2.78M 0.69% 35
2023
Q3 		$5.9M Sell
234,178
-27,623
-11% -$733K 0.82% 24
2023
Q2 		$7.25M Buy
261,801
+42,840
+20% +$950K 0.93% 21
2023
Q1 		$4.32M Buy
218,961
+23,353
+12% +$370K 0.71% 32
2022
Q4 		$2.43M Sell
195,608
-134,051
-41% -$1.53M 0.23% 70
2022
Q3 		$3.98M Buy
329,659
+51,136
+18% +$724K 0.39% 49
2022
Q2 		$3.11M Buy
+278,523
New +$3.36M 0.3% 64

Other funds holding IOT

GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return