Bank Julius Baer & Co

Bank Julius Baer & Co’s Samsara IOT Stock Holding History

Bank Julius Baer & Co’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
2026 Q1	$268K	Sell	8,453 -9,840	-54%	-$301K	﹤0.01%	478
2025 Q4	$649K	Buy	18,293 +1,555	+9%	+$60.2K	﹤0.01%	403
2025 Q3	$623K	Buy	16,738 +11	+0.1%	+$409	﹤0.01%	399
2025 Q2	$665K	Sell	16,727 -1,494	-8%	-$61.7K	﹤0.01%	357
2025 Q1	$698K	Buy	18,221 +655	+4%	+$30.5K	﹤0.01%	337
2024 Q4	$847K	Buy	17,566 +1,253	+8%	+$61.6K	﹤0.01%	326
2024 Q3	$931K	Sell	16,313 -6,787	-29%	-$275K	﹤0.01%	291
2024 Q2	$866K	Sell	23,100 -15,487	-40%	-$534K	﹤0.01%	247
2024 Q1	$1.46M	Sell	38,587 -3,704	-9%	-$126K	0.01%	243
2023 Q4	$1.41M	Sell	42,291 -3,890	-8%	-$108K	0.01%	258
2023 Q3	$1.16M	Buy	46,181 +807	+2%	+$21.4K	0.01%	249
2023 Q2	$1.26M	Sell	45,374 -4,442	-9%	-$98.5K	0.01%	249
2023 Q1	$982K	Buy	49,816 +3,502	+8%	+$55.5K	0.01%	273
2022 Q4	$576K	Buy	46,314 +3,222	+7%	+$36.7K	﹤0.01%	329
2022 Q3	$520K	Sell	43,092 -15,912	-27%	-$225K	﹤0.01%	329
2022 Q2	$659K	Buy	+59,004	New	+$712K	﹤0.01%	319

Other funds holding IOT

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

Fidelity Investments

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wellington Management Group

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