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Alex Sacerdote’s Samsara IOT Stock Holding History

Alex Sacerdote’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
-1,189,584
Closed -$39.7M – 37
2023
Q4 		$39.7M Sell
1,189,584
-1,692,209
-59% -$47M 0.71% 30
2023
Q3 		$72.7M Buy
2,881,793
+979,703
+52% +$26M 1.47% 26
2023
Q2 		$52.7M Buy
+1,902,090
New +$42.2M 0.91% 34

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

Alex Sacerdote's IOT Position: Q1 2024 in Review

Alex Sacerdote sold out of Samsara (IOT) in Q1 2024, closing a stake of 1,189,584 shares — an estimated $39.7M sold.

Alex Sacerdote first reported a position in IOT in Q2 2023 and held it in 3 quarters. The position peaked at $72.7M in Q3 2023. 317 funds tracked by Wall St. Rank hold IOT as of Q1 2024.

  • Alex Sacerdote reported no remaining Samsara position as of Q1 2024 after selling out during the quarter.
  • Alex Sacerdote sold 1,189,584 Samsara shares in Q1 2024, an estimated $39.7M.
  • Alex Sacerdote first reported a position in Samsara in Q2 2023 and held it in 3 quarters.
  • Alex Sacerdote's Samsara position peaked at $72.7M in Q3 2023.
  • 317 funds tracked by Wall St. Rank held Samsara as of Q1 2024.

Based on Whale Rock Capital Management's 13F filing for Q1 2024, filed 15 May 2024.