DMIC
COUP

Dixon Mitchell Investment Counsel’s Coupa Software Incorporated COUP Stock Holding History

Dixon Mitchell Investment Counsel’s Portfolio COUP Stock Details COUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-857
Closed -$290K – 61
2020
Q4 		$290K Hold
857
– – 0.03% 56
2020
Q3 		$235K Sell
857
-903
-51% -$263K 0.02% 55
2020
Q2 		$488K Sell
1,760
-70
-4% -$14.1K 0.05% 50
2020
Q1 		$256K Buy
+1,830
New +$283K 0.03% 53

Other funds holding COUP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Dixon Mitchell Investment Counsel's COUP Position: Q1 2021 in Review

Dixon Mitchell Investment Counsel sold out of Coupa Software Incorporated (COUP) in Q1 2021, closing a stake of 857 shares — an estimated $290K sold.

Dixon Mitchell Investment Counsel first reported a position in COUP in Q1 2020 and held it in 4 quarters. The position peaked at $488K in Q2 2020. 481 funds tracked by Wall St. Rank hold COUP as of Q1 2021.

  • Dixon Mitchell Investment Counsel reported no remaining Coupa Software Incorporated position as of Q1 2021 after selling out during the quarter.
  • Dixon Mitchell Investment Counsel sold 857 Coupa Software Incorporated shares in Q1 2021, an estimated $290K.
  • Dixon Mitchell Investment Counsel first reported a position in Coupa Software Incorporated in Q1 2020 and held it in 4 quarters.
  • Dixon Mitchell Investment Counsel's Coupa Software Incorporated position peaked at $488K in Q2 2020.
  • 481 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2021.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q1 2021, filed 17 Jan 2024.