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Cresset Asset Management’s Samsara IOT Stock Holding History

Cresset Asset Management’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$658K Sell
20,776
-1,213
-6% -$37K ﹤0.01% 943
2025
Q4 		$779K Buy
21,989
+11,600
+112% +$449K ﹤0.01% 890
2025
Q3 		$387K Buy
+10,389
New +$386K ﹤0.01% 1146
2025
Q1 		– Sell
-5,008
Closed -$219K – 1788
2024
Q4 		$219K Sell
5,008
-2,203
-31% -$108K ﹤0.01% 1522
2024
Q3 		$347K Sell
7,211
-2,518
-26% -$102K ﹤0.01% 1729
2024
Q2 		$328K Buy
9,729
+876
+10% +$30.2K ﹤0.01% 1665
2024
Q1 		$335K Buy
+8,853
New +$301K ﹤0.01% 1528
2023
Q4 		– Sell
-8,559
Closed -$216K – 1882
2023
Q3 		$216K Buy
+8,559
New +$227K ﹤0.01% 1582

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return