Bank Julius Baer & Co’s PagerDuty PD Stock Holding History

Bank Julius Baer & Co’s Portfolio PD Stock Details PD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,851	Closed	-$170K	–	593
2023 Q1	$170K	Buy	+4,851	New	+$142K	﹤0.01%	448

Other funds holding PD

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank Julius Baer & Co's PD Position: Q2 2023 in Review

Bank Julius Baer & Co sold out of PagerDuty (PD) in Q2 2023, closing a stake of 4,851 shares — an estimated $170K sold.

Bank Julius Baer & Co first reported a position in PD in Q1 2023 and held it in 1 quarter. The position peaked at $170K in Q1 2023. 234 funds tracked by Wall St. Rank hold PD as of Q2 2023.

Bank Julius Baer & Co reported no remaining PagerDuty position as of Q2 2023 after selling out during the quarter.
Bank Julius Baer & Co sold 4,851 PagerDuty shares in Q2 2023, an estimated $170K.
Bank Julius Baer & Co first reported a position in PagerDuty in Q1 2023 and held it in 1 quarter.
Bank Julius Baer & Co's PagerDuty position peaked at $170K in Q1 2023.
234 funds tracked by Wall St. Rank held PagerDuty as of Q2 2023.

Based on Bank Julius Baer & Co's 13F filing for Q2 2023, filed 20 Jul 2023.