CWM
SUMO

Circle Wealth Management’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Circle Wealth Management’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
Q4 		– Sell
-11,245
Closed -$84K – 170
2022
Q3 		$84K Hold
11,245
– – 0.01% 160
2022
Q2 		$84K Hold
11,245
– – 0.01% 163
2022
Q1 		$131K Buy
+11,245
New +$130K 0.02% 183

Other funds holding SUMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
Legal & General Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Circle Wealth Management's SUMO Position: Q4 2022 in Review

Circle Wealth Management sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q4 2022, closing a stake of 11,245 shares — an estimated $84K sold.

Circle Wealth Management first reported a position in SUMO in Q1 2022 and held it in 3 quarters. The position peaked at $131K in Q1 2022. 176 funds tracked by Wall St. Rank hold SUMO as of Q4 2022.

  • Circle Wealth Management reported no remaining Sumo Logic, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Circle Wealth Management sold 11,245 Sumo Logic, Inc. Common Stock shares in Q4 2022, an estimated $84K.
  • Circle Wealth Management first reported a position in Sumo Logic, Inc. Common Stock in Q1 2022 and held it in 3 quarters.
  • Circle Wealth Management's Sumo Logic, Inc. Common Stock position peaked at $131K in Q1 2022.
  • 176 funds tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q4 2022.

Based on Circle Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.