Brandywine Managers’s Samsara IOT Stock Holding History

Brandywine Managers’s Portfolio IOT Stock Details IOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$981K	Hold	30,970	–	–	0.58%	14
2025 Q4	$1.1M	Hold	30,970	–	–	0.54%	16
2025 Q3	$1.15M	Hold	30,970	–	–	1.11%	12
2025 Q2	$1.23M	Hold	30,970	–	–	1.22%	13
2025 Q1	$1.19M	Hold	30,970	–	–	1.42%	10
2024 Q4	$1.35M	Hold	30,970	–	–	1.43%	11
2024 Q3	$1.49M	Buy	30,970 +7,392	+31%	+$300K	1.6%	9
2024 Q2	$795K	Hold	23,578	–	–	0.84%	18
2024 Q1	$891K	Hold	23,578	–	–	0.88%	16
2023 Q4	$787K	Hold	23,578	–	–	0.86%	17
2023 Q3	$594K	Hold	23,578	–	–	1%	20
2023 Q2	$653K	Sell	23,578 -2,000	-8%	-$44.3K	0.43%	29
2023 Q1	$504K	Hold	25,578	–	–	0.36%	33
2022 Q4	$318K	Hold	25,578	–	–	1.11%	29
2022 Q3	$309K	Hold	25,578	–	–	1.02%	30
2022 Q2	$286K	Buy	25,578 +5,310	+26%	+$64.1K	0.7%	32
2022 Q1	$325K	Buy	20,268 +10,647	+111%	+$203K	0.56%	35
2021 Q4	$270K	Buy	+9,621	New	+$251K	0.31%	41

Other funds holding IOT

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wellington Management Group

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