Bank Julius Baer & Co
SUMO

Bank Julius Baer & Co’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Bank Julius Baer & Co’s Portfolio SUMO Stock Details SUMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18,647
Closed -$151K – 618
2022
Q4 		$151K Sell
18,647
-2,540
-12% -$19.3K ﹤0.01% 449
2022
Q3 		$159K Buy
21,187
+557
+3% +$4.45K ﹤0.01% 421
2022
Q2 		$155K Sell
20,630
-19,209
-48% -$168K ﹤0.01% 440
2022
Q1 		$465K Buy
39,839
+6,500
+19% +$75.3K ﹤0.01% 355
2021
Q4 		$452K Buy
+33,339
New +$518K ﹤0.01% 433
2021
Q3 		– Sell
-99,177
Closed -$2.05M – 879
2021
Q2 		$2.05M Sell
99,177
-365,834
-79% -$7.07M 0.01% 282
2021
Q1 		$8.77M Buy
465,011
+117,915
+34% +$3.44M 0.07% 161
2020
Q4 		$9.92M Buy
347,096
+229,096
+194% +$5.4M 0.08% 142
2020
Q3 		$2.57M Buy
+118,000
New +$2.79M 0.03% 201

Other funds holding SUMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank Julius Baer & Co's SUMO Position: Q1 2023 in Review

Bank Julius Baer & Co sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q1 2023, closing a stake of 18,647 shares — an estimated $151K sold.

Bank Julius Baer & Co first reported a position in SUMO in Q3 2020 and held it in 9 quarters. The position peaked at $9.92M in Q4 2020. 176 funds tracked by Wall St. Rank hold SUMO as of Q1 2023.

  • Bank Julius Baer & Co reported no remaining Sumo Logic, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 18,647 Sumo Logic, Inc. Common Stock shares in Q1 2023, an estimated $151K.
  • Bank Julius Baer & Co first reported a position in Sumo Logic, Inc. Common Stock in Q3 2020 and held it in 9 quarters.
  • Bank Julius Baer & Co's Sumo Logic, Inc. Common Stock position peaked at $9.92M in Q4 2020.
  • 176 funds tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q1 2023.

Based on Bank Julius Baer & Co's 13F filing for Q1 2023, filed 11 May 2023.