Ballentine Partners’s Atlassian TEAM Stock Holding History

Ballentine Partners’s Portfolio TEAM Stock Details TEAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,029	Closed	-$209K	–	1062
2025 Q2	$209K	Buy	1,029 +31	+3%	+$6.46K	﹤0.01%	865
2025 Q1	$212K	Buy	+998	New	+$263K	﹤0.01%	776
2024 Q2	–	Sell	-1,275	Closed	-$249K	–	802
2024 Q1	$249K	Hold	1,275	–	–	﹤0.01%	613
2023 Q4	$303K	Sell	1,275 -66	-5%	-$13K	0.01%	498
2023 Q3	$270K	Buy	1,341 +88	+7%	+$16.7K	0.01%	462
2023 Q2	$210K	Buy	+1,253	New	+$201K	﹤0.01%	542
2022 Q2	–	Sell	-884	Closed	-$260K	–	479
2022 Q1	$260K	Buy	884 +21	+2%	+$6.27K	0.01%	387
2021 Q4	$329K	Buy	863 +147	+21%	+$59.1K	0.01%	353
2021 Q3	$280K	Buy	+716	New	+$239K	0.01%	330

Other funds holding TEAM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Capital International Investors

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

DnB Asset Management

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return