CAPTRUST Financial Advisors’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SUMO Stock Details SUMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-377	Closed	-$3K	–	4462
2022 Q2	$3K	Buy	377 +229	+155%	+$2.01K	﹤0.01%	4380
2022 Q1	$2K	Hold	148	–	–	﹤0.01%	4589
2021 Q4	$2K	Hold	148	–	–	﹤0.01%	4474
2021 Q3	$2K	Sell	148 -12	-8%	-$238	﹤0.01%	4323
2021 Q2	$3K	Buy	160 +149	+1,355%	+$2.88K	﹤0.01%	4079
2021 Q1	$0	Buy	+11	New	+$321	﹤0.01%	4524

Other funds holding SUMO

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

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

Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

Greylock XIII Menlo Park, California $27.6M AUM 53.47% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

CAPTRUST Financial Advisors's SUMO Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q3 2022, closing a stake of 377 shares — an estimated $3K sold.

CAPTRUST Financial Advisors first reported a position in SUMO in Q1 2021 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 165 funds tracked by Wall St. Rank hold SUMO as of Q3 2022.

CAPTRUST Financial Advisors reported no remaining Sumo Logic, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
CAPTRUST Financial Advisors sold 377 Sumo Logic, Inc. Common Stock shares in Q3 2022, an estimated $3K.
CAPTRUST Financial Advisors first reported a position in Sumo Logic, Inc. Common Stock in Q1 2021 and held it in 6 quarters.
CAPTRUST Financial Advisors's Sumo Logic, Inc. Common Stock position peaked at $3K in Q2 2022.
165 funds tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.