Clearfield Capital Management’s GoDaddy GDDY Stock Holding History

Clearfield Capital Management’s Portfolio GDDY Stock Details GDDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-346,499	Closed	-$23.5M	–	12
2019 Q4	$23.5M	Buy	346,499 +35,200	+11%	+$2.33M	10.38%	5
2019 Q3	$20.5M	Buy	311,299 +77,800	+33%	+$5.27M	12.69%	5
2019 Q2	$16.4M	Buy	233,499 +18,038	+8%	+$1.36M	8.68%	6
2019 Q1	$16.2M	Sell	215,461 -239,930	-53%	-$16.9M	5.85%	9
2018 Q4	$29.9M	Buy	455,391 +126,933	+39%	+$8.68M	14.66%	3
2018 Q3	$27.4M	Sell	328,458 -51,700	-14%	-$4.04M	7.85%	4
2018 Q2	$26.8M	Sell	380,158 -39,476	-9%	-$2.68M	6.81%	4
2018 Q1	$25.8M	Sell	419,634 -169,103	-29%	-$9.56M	6.68%	7
2017 Q4	$29.6M	Buy	+588,737	New	+$27.9M	5.52%	9
2017 Q3	–	Sell	-373,393	Closed	-$15.8M	–	28
2017 Q2	$15.8M	Buy	+373,393	New	+$14.9M	2.58%	16

Other funds holding GDDY

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

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

BlueSpruce Investments Chicago, Illinois $631M AUM 11.83% 1-Year Est. Return

Clearfield Capital Management's GDDY Position: Q1 2020 in Review

Clearfield Capital Management sold out of GoDaddy (GDDY) in Q1 2020, closing a stake of 346,499 shares — an estimated $23.5M sold.

Clearfield Capital Management first reported a position in GDDY in Q2 2017 and held it in 10 quarters. The position peaked at $29.9M in Q4 2018. 363 funds tracked by Wall St. Rank hold GDDY as of Q1 2020.

Clearfield Capital Management reported no remaining GoDaddy position as of Q1 2020 after selling out during the quarter.
Clearfield Capital Management sold 346,499 GoDaddy shares in Q1 2020, an estimated $23.5M.
Clearfield Capital Management first reported a position in GoDaddy in Q2 2017 and held it in 10 quarters.
Clearfield Capital Management's GoDaddy position peaked at $29.9M in Q4 2018.
363 funds tracked by Wall St. Rank held GoDaddy as of Q1 2020.

Based on Clearfield Capital Management's 13F filing for Q1 2020, filed 14 May 2020.