BCA
SAIL

Berman Capital Advisors’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Berman Capital Advisors’s Portfolio SAIL Stock Details SAIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$0 Hold
17
– – ﹤0.01% 2292
2021
Q2 		$0 Sell
17
-333
-95% -$16K ﹤0.01% 2101
2021
Q1 		$17K Buy
350
+338
+2,817% +$19K ﹤0.01% 857
2020
Q4 		$0 Buy
+12
New +$562 ﹤0.01% 1888

Other funds holding SAIL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
SEP
Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Berman Capital Advisors's SAIL Position: Q3 2021 in Review

Berman Capital Advisors held its SailPoint Technologies Holdings, Inc. Common Stock (SAIL) position steady in Q3 2021 at 17 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2292.

Berman Capital Advisors first reported a position in SAIL in Q4 2020 and has held it in 4 quarters since. The position peaked at $17K in Q1 2021. 261 funds tracked by Wall St. Rank hold SAIL as of Q3 2021.

  • Berman Capital Advisors held 17 shares of SailPoint Technologies Holdings, Inc. Common Stock worth $0 as of Q3 2021.
  • Berman Capital Advisors left its SailPoint Technologies Holdings, Inc. Common Stock share count unchanged in Q3 2021.
  • SailPoint Technologies Holdings, Inc. Common Stock made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2292 holding.
  • Berman Capital Advisors first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q4 2020 and has held it in 4 quarters since.
  • Berman Capital Advisors's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $17K in Q1 2021.
  • 261 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.