Coastal Bridge Advisors’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Coastal Bridge 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
2023 Q2	–	Sell	-23,108	Closed	-$277K	–	187
2023 Q1	$277K	Hold	23,108	–	–	0.07%	119
2022 Q4	$187K	Hold	23,108	–	–	0.05%	141
2022 Q3	$173K	Hold	23,108	–	–	0.05%	149
2022 Q2	$173K	Hold	23,108	–	–	0.05%	140
2022 Q1	$270K	Sell	23,108 -1,000	-4%	-$11.6K	0.06%	124
2021 Q4	$327K	Buy	24,108 +8,374	+53%	+$130K	0.07%	135
2021 Q3	$254K	Buy	+15,734	New	+$313K	0.06%	117

Other funds holding SUMO

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Coastal Bridge Advisors's SUMO Position: Q2 2023 in Review

Coastal Bridge Advisors sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q2 2023, closing a stake of 23,108 shares — an estimated $277K sold.

Coastal Bridge Advisors first reported a position in SUMO in Q3 2021 and held it in 7 quarters. The position peaked at $327K in Q4 2021. 1 fund tracked by Wall St. Rank holds SUMO as of Q2 2023.

Coastal Bridge Advisors reported no remaining Sumo Logic, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Coastal Bridge Advisors sold 23,108 Sumo Logic, Inc. Common Stock shares in Q2 2023, an estimated $277K.
Coastal Bridge Advisors first reported a position in Sumo Logic, Inc. Common Stock in Q3 2021 and held it in 7 quarters.
Coastal Bridge Advisors's Sumo Logic, Inc. Common Stock position peaked at $327K in Q4 2021.
1 fund tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q2 2023.

Based on Coastal Bridge Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.