E. Ohman J:or Asset Management’s Coupa Software Incorporated COUP Stock Holding History

E. Ohman J:or Asset Management’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
2023 Q1	–	Sell	-205,885	Closed	-$16.3M	–	439
2022 Q4	$16.3M	Buy	205,885 +33,052	+19%	+$1.98M	0.71%	38
2022 Q3	$10.2M	Buy	172,833 +169,033	+4,448%	+$11.1M	0.46%	45
2022 Q2	$217K	Hold	3,800	–	–	0.01%	410
2022 Q1	$386K	Hold	3,800	–	–	0.01%	400
2021 Q4	$601K	Buy	+3,800	New	+$782K	0.02%	385
2021 Q1	–	Sell	-1,300	Closed	-$441K	–	463
2020 Q4	$441K	Buy	+1,300	New	+$402K	0.02%	339

Other funds holding COUP

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

E. Ohman J:or Asset Management's COUP Position: Q1 2023 in Review

E. Ohman J:or Asset Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 205,885 shares — an estimated $16.3M sold.

E. Ohman J:or Asset Management first reported a position in COUP in Q4 2020 and held it in 6 quarters. The position peaked at $16.3M in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

E. Ohman J:or Asset Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
E. Ohman J:or Asset Management sold 205,885 Coupa Software Incorporated shares in Q1 2023, an estimated $16.3M.
E. Ohman J:or Asset Management first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 6 quarters.
E. Ohman J:or Asset Management's Coupa Software Incorporated position peaked at $16.3M in Q4 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on E. Ohman J:or Asset Management's 13F filing for Q1 2023, filed 5 Apr 2024.