EdgePoint Investment Group’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

EdgePoint Investment Group’s Portfolio XM Stock Details XM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-9,296,627	Closed	-$166M	–	51
2023 Q1	$166M	Buy	9,296,627 +2,306,798	+33%	+$35.3M	1.66%	24
2022 Q4	$72.6M	Buy	6,989,829 +2,829,570	+68%	+$29.6M	0.77%	25
2022 Q3	$42.4M	Buy	+4,160,259	New	+$51.7M	0.47%	33

Other funds holding XM

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

EdgePoint Investment Group's XM Position: Q2 2023 in Review

EdgePoint Investment Group sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 9,296,627 shares — an estimated $166M sold.

EdgePoint Investment Group first reported a position in XM in Q3 2022 and held it in 3 quarters. The position peaked at $166M in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

EdgePoint Investment Group reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
EdgePoint Investment Group sold 9,296,627 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $166M.
EdgePoint Investment Group first reported a position in Qualtrics International Inc. Class A Common Stock in Q3 2022 and held it in 3 quarters.
EdgePoint Investment Group's Qualtrics International Inc. Class A Common Stock position peaked at $166M in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on EdgePoint Investment Group's 13F filing for Q2 2023, filed 14 Aug 2023.