Bank of Montreal
SUMO

Bank of Montreal’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Bank of Montreal’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
2022
Q4 		– Sell
-133,717
Closed -$1.07K – 4452
2022
Q3 		$1.07K Buy
133,717
+65,341
+96% +$521K ﹤0.01% 2133
2022
Q2 		$565 Buy
+68,376
New +$599K ﹤0.01% 2619
2021
Q2 		– Sell
-252,351
Closed -$4.83M – 5259
2021
Q1 		$4.83M Buy
252,351
+250,133
+11,277% +$7.3M ﹤0.01% 1373
2020
Q4 		$60K Buy
+2,218
New +$52.2K ﹤0.01% 3863

Other funds holding SUMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $363M AUM 65.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of Montreal's SUMO Position: Q4 2022 in Review

Bank of Montreal sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q4 2022, closing a stake of 133,717 shares — an estimated $1.07K sold.

Bank of Montreal first reported a position in SUMO in Q4 2020 and held it in 4 quarters. The position peaked at $4.83M in Q1 2021. 176 funds tracked by Wall St. Rank hold SUMO as of Q4 2022.

  • Bank of Montreal reported no remaining Sumo Logic, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Bank of Montreal sold 133,717 Sumo Logic, Inc. Common Stock shares in Q4 2022, an estimated $1.07K.
  • Bank of Montreal first reported a position in Sumo Logic, Inc. Common Stock in Q4 2020 and held it in 4 quarters.
  • Bank of Montreal's Sumo Logic, Inc. Common Stock position peaked at $4.83M in Q1 2021.
  • 176 funds tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q4 2022.

Based on Bank of Montreal's 13F filing for Q4 2022, filed 1 Feb 2023.