Bloom Tree Partners’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Bloom Tree Partners’s Portfolio XM Stock Details XM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-577,534	Closed	-$10.3M	–	50
2023 Q1	$10.3M	Sell	577,534 -818,580	-59%	-$12.5M	5.01%	10
2022 Q4	$14.5M	Hold	1,396,114	–	–	7.65%	4
2022 Q3	$14.2M	Buy	1,396,114 +916,707	+191%	+$11.4M	5.3%	10
2022 Q2	$6M	Buy	+479,407	New	+$8.53M	1.41%	21

Other funds holding XM

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

Bloom Tree Partners's XM Position: Q2 2023 in Review

Bloom Tree Partners sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 577,534 shares — an estimated $10.3M sold.

Bloom Tree Partners first reported a position in XM in Q2 2022 and held it in 4 quarters. The position peaked at $14.5M in Q4 2022. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Bloom Tree Partners reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Bloom Tree Partners sold 577,534 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $10.3M.
Bloom Tree Partners first reported a position in Qualtrics International Inc. Class A Common Stock in Q2 2022 and held it in 4 quarters.
Bloom Tree Partners's Qualtrics International Inc. Class A Common Stock position peaked at $14.5M in Q4 2022.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Bloom Tree Partners's 13F filing for Q2 2023, filed 11 Aug 2023.