Bartlett & Co’s nCino NCNO Stock Holding History

Bartlett & Co’s Portfolio NCNO Stock Details NCNO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-130	Closed	-$4K	–	1225
2022 Q2	$4K	Buy	+130	New	+$4.59K	﹤0.01%	1064

Other funds holding NCNO

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return

Bartlett & Co's NCNO Position: Q3 2022 in Review

Bartlett & Co sold out of nCino (NCNO) in Q3 2022, closing a stake of 130 shares — an estimated $4K sold.

Bartlett & Co first reported a position in NCNO in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 202 funds tracked by Wall St. Rank hold NCNO as of Q3 2022.

Bartlett & Co reported no remaining nCino position as of Q3 2022 after selling out during the quarter.
Bartlett & Co sold 130 nCino shares in Q3 2022, an estimated $4K.
Bartlett & Co first reported a position in nCino in Q2 2022 and held it in 1 quarter.
Bartlett & Co's nCino position peaked at $4K in Q2 2022.
202 funds tracked by Wall St. Rank held nCino as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.