D.J. St. Germain’s UiPath PATH Stock Holding History

D.J. St. Germain’s Portfolio PATH Stock Details PATH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20	Closed	-$256	–	856
2024 Q3	$256	Hold	20	–	–	﹤0.01%	737
2024 Q2	$254	Hold	20	–	–	﹤0.01%	742
2024 Q1	$453	Hold	20	–	–	﹤0.01%	742
2023 Q4	$497	Hold	20	–	–	﹤0.01%	742
2023 Q3	$342	Hold	20	–	–	﹤0.01%	723
2023 Q2	$331	Buy	+20	New	+$321	﹤0.01%	694

Other funds holding PATH

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TAM

TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return

D.J. St. Germain's PATH Position: Q4 2024 in Review

D.J. St. Germain sold out of UiPath (PATH) in Q4 2024, closing a stake of 20 shares — an estimated $256 sold.

D.J. St. Germain first reported a position in PATH in Q2 2023 and held it in 6 quarters. The position peaked at $497 in Q4 2023. 459 funds tracked by Wall St. Rank hold PATH as of Q4 2024.

D.J. St. Germain reported no remaining UiPath position as of Q4 2024 after selling out during the quarter.
D.J. St. Germain sold 20 UiPath shares in Q4 2024, an estimated $256.
D.J. St. Germain first reported a position in UiPath in Q2 2023 and held it in 6 quarters.
D.J. St. Germain's UiPath position peaked at $497 in Q4 2023.
459 funds tracked by Wall St. Rank held UiPath as of Q4 2024.

Based on D.J. St. Germain's 13F filing for Q4 2024, filed 10 Jan 2025.