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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 $189M AUM 10.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return

Advisory Research's IOT Position: Q1 2024 in Review

Advisory Research sold out of Samsara (IOT) in Q1 2024, closing a stake of 134,193 shares — an estimated $4.48M sold.

Advisory Research first reported a position in IOT in Q2 2022 and held it in 7 quarters. The position peaked at $7.25M in Q2 2023. 317 funds tracked by Wall St. Rank hold IOT as of Q1 2024.

  • Advisory Research reported no remaining Samsara position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 134,193 Samsara shares in Q1 2024, an estimated $4.48M.
  • Advisory Research first reported a position in Samsara in Q2 2022 and held it in 7 quarters.
  • Advisory Research's Samsara position peaked at $7.25M in Q2 2023.
  • 317 funds tracked by Wall St. Rank held Samsara as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.