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Desjardins Global Asset Management’s UiPath PATH Stock Holding History

Desjardins Global Asset Management’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
2023
Q4 		$11.9K Sell
481
-899
-65% -$17.5K ﹤0.01% 627
2023
Q3 		$23.6K Buy
+1,380
New +$23K ﹤0.01% 596

Other funds holding PATH

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Desjardins Global Asset Management's PATH Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its UiPath (PATH) stake by 65% in Q4 2023, selling an estimated $17.5K and leaving 481 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Desjardins Global Asset Management first reported a position in PATH in Q3 2023 and has held it in 2 quarters since. The position peaked at $23.6K in Q3 2023. 499 funds tracked by Wall St. Rank hold PATH as of Q4 2023.

  • Desjardins Global Asset Management held 481 shares of UiPath worth $11.9K as of Q4 2023.
  • Desjardins Global Asset Management sold 899 UiPath shares in Q4 2023, an estimated $17.5K.
  • UiPath made up ﹤0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #627 holding.
  • Desjardins Global Asset Management first reported a position in UiPath in Q3 2023 and has held it in 2 quarters since.
  • Desjardins Global Asset Management's UiPath position peaked at $23.6K in Q3 2023.
  • 499 funds tracked by Wall St. Rank held UiPath as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.