Corvex Management’s ServiceNow NOW Stock Holding History

Corvex Management’s Portfolio NOW Stock Details NOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-395,000	Closed	-$20.1M	–	32
2019 Q3	$20.1M	Buy	+395,000	New	+$21.5M	0.99%	20
2019 Q1	–	Sell	-3,183,660	Closed	-$113M	–	30
2018 Q4	$113M	Buy	3,183,660 +673,380	+27%	+$23.9M	4.22%	7
2018 Q3	$98.2M	Sell	2,510,280 -754,960	-23%	-$28.6M	4.5%	8
2018 Q2	$113M	Sell	3,265,240 -840,000	-20%	-$29.1M	5.41%	7
2018 Q1	$136M	Buy	+4,105,240	New	+$127M	6.14%	2

Other funds holding NOW

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Corvex Management's NOW Position: Q4 2019 in Review

Corvex Management sold out of ServiceNow (NOW) in Q4 2019, closing a stake of 395,000 shares — an estimated $20.1M sold.

Corvex Management first reported a position in NOW in Q1 2018 and held it in 5 quarters. The position peaked at $136M in Q1 2018. 851 funds tracked by Wall St. Rank hold NOW as of Q4 2019.

Corvex Management reported no remaining ServiceNow position as of Q4 2019 after selling out during the quarter.
Corvex Management sold 395,000 ServiceNow shares in Q4 2019, an estimated $20.1M.
Corvex Management first reported a position in ServiceNow in Q1 2018 and held it in 5 quarters.
Corvex Management's ServiceNow position peaked at $136M in Q1 2018.
851 funds tracked by Wall St. Rank held ServiceNow as of Q4 2019.

Based on Corvex Management's 13F filing for Q4 2019, filed 14 Feb 2020.