Cribstone Capital Management’s Okta OKTA Stock Holding History

Cribstone Capital Management’s Portfolio OKTA Stock Details OKTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$102K	Hold	1,500	–	–	0.06%	131
2022 Q3	$85K	Hold	1,500	–	–	0.05%	141
2022 Q2	$136K	Hold	1,500	–	–	0.08%	118
2022 Q1	$226K	Sell	1,500 -4	-0.3%	-$717	0.12%	104
2021 Q4	$337K	Hold	1,504	–	–	0.19%	85
2021 Q3	$357K	Hold	1,504	–	–	0.21%	87
2021 Q2	$368K	Hold	1,504	–	–	0.22%	88
2021 Q1	$332K	Hold	1,504	–	–	0.22%	90
2020 Q4	$382K	Buy	+1,504	New	+$357K	0.26%	80

Other funds holding OKTA

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Cribstone Capital Management's OKTA Position: Q4 2022 in Review

Cribstone Capital Management held its Okta (OKTA) position steady in Q4 2022 at 1,500 shares worth $102K. The position accounts for 0.06% of the portfolio, ranked #131.

Cribstone Capital Management first reported a position in OKTA in Q4 2020 and has held it in 9 quarters since. The position peaked at $382K in Q4 2020. 582 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

Cribstone Capital Management held 1,500 shares of Okta worth $102K as of Q4 2022.
Cribstone Capital Management left its Okta share count unchanged in Q4 2022.
Okta made up 0.06% of Cribstone Capital Management's portfolio in Q4 2022, its #131 holding.
Cribstone Capital Management first reported a position in Okta in Q4 2020 and has held it in 9 quarters since.
Cribstone Capital Management's Okta position peaked at $382K in Q4 2020.
582 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Cribstone Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.