DT
SUMO

Diversified Trust’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Diversified Trust’s Portfolio SUMO Stock Details SUMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-24,810
Closed -$290K – 880
2022
Q1 		$290K Sell
24,810
-1,515
-6% -$17.6K 0.01% 637
2021
Q4 		$357K Sell
26,325
-35
-0.1% -$544 0.01% 575
2021
Q3 		$425K Buy
26,360
+11,925
+83% +$237K 0.02% 452
2021
Q2 		$298K Buy
+14,435
New +$279K 0.01% 553

Other funds holding SUMO

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
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
GX
Greylock XIII Menlo Park, California $27.6M AUM 53.47% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Diversified Trust's SUMO Position: Q2 2022 in Review

Diversified Trust sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q2 2022, closing a stake of 24,810 shares — an estimated $290K sold.

Diversified Trust first reported a position in SUMO in Q2 2021 and held it in 4 quarters. The position peaked at $425K in Q3 2021. 167 funds tracked by Wall St. Rank hold SUMO as of Q2 2022.

  • Diversified Trust reported no remaining Sumo Logic, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Diversified Trust sold 24,810 Sumo Logic, Inc. Common Stock shares in Q2 2022, an estimated $290K.
  • Diversified Trust first reported a position in Sumo Logic, Inc. Common Stock in Q2 2021 and held it in 4 quarters.
  • Diversified Trust's Sumo Logic, Inc. Common Stock position peaked at $425K in Q3 2021.
  • 167 funds tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q2 2022.

Based on Diversified Trust's 13F filing for Q2 2022, filed 12 Jul 2022.