Carmel Capital Partners’s Ooma OOMA Stock Holding History

Carmel Capital Partners’s Portfolio OOMA Stock Details OOMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-38	Closed	-$494	–	524
2023 Q3	$494	Buy	+38	New	+$537	﹤0.01%	710

Other funds holding OOMA

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

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

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carmel Capital Partners's OOMA Position: Q4 2023 in Review

Carmel Capital Partners sold out of Ooma (OOMA) in Q4 2023, closing a stake of 38 shares — an estimated $494 sold.

Carmel Capital Partners first reported a position in OOMA in Q3 2023 and held it in 1 quarter. The position peaked at $494 in Q3 2023. 101 funds tracked by Wall St. Rank hold OOMA as of Q4 2023.

Carmel Capital Partners reported no remaining Ooma position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 38 Ooma shares in Q4 2023, an estimated $494.
Carmel Capital Partners first reported a position in Ooma in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's Ooma position peaked at $494 in Q3 2023.
101 funds tracked by Wall St. Rank held Ooma as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.