BT
PATH icon

Brandywine Trust’s UiPath PATH Stock Holding History

Brandywine Trust’s Portfolio PATH Stock Details PATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-148,727
Closed -$3.69M – 32
2023
Q4 		$3.69M Buy
+148,727
New +$2.9M 0.74% 10
2023
Q3 		– Sell
-33,358
Closed -$553K – 28
2023
Q2 		$553K Buy
+33,358
New +$535K 0.12% 22
2021
Q4 		– Sell
-66,716
Closed -$3.51M – 32
2021
Q3 		$3.51M Buy
66,716
+42,182
+172% +$2.55M 1.22% 8
2021
Q2 		$1.67M Buy
+24,534
New +$1.8M 0.53% 13

Other funds holding PATH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Brandywine Trust's PATH Position: Q1 2024 in Review

Brandywine Trust sold out of UiPath (PATH) in Q1 2024, closing a stake of 148,727 shares — an estimated $3.69M sold.

Brandywine Trust first reported a position in PATH in Q2 2021 and held it in 4 quarters. The position peaked at $3.69M in Q4 2023. 515 funds tracked by Wall St. Rank hold PATH as of Q1 2024.

  • Brandywine Trust reported no remaining UiPath position as of Q1 2024 after selling out during the quarter.
  • Brandywine Trust sold 148,727 UiPath shares in Q1 2024, an estimated $3.69M.
  • Brandywine Trust first reported a position in UiPath in Q2 2021 and held it in 4 quarters.
  • Brandywine Trust's UiPath position peaked at $3.69M in Q4 2023.
  • 515 funds tracked by Wall St. Rank held UiPath as of Q1 2024.

Based on Brandywine Trust's 13F filing for Q1 2024, filed 15 May 2024.