Envestnet Asset Management
SUMO

Envestnet Asset Management’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Envestnet Asset Management’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
2021
Q3 		– Sell
-26,198
Closed -$541K – 3789
2021
Q2 		$541K Buy
26,198
+13,159
+101% +$254K ﹤0.01% 2929
2021
Q1 		$246K Buy
13,039
+3,232
+33% +$94.4K ﹤0.01% 3241
2020
Q4 		$280K Buy
+9,807
New +$231K ﹤0.01% 2959

Other funds holding SUMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GX
Greylock XIII Menlo Park, California $27.6M AUM 53.47% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Envestnet Asset Management's SUMO Position: Q3 2021 in Review

Envestnet Asset Management sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q3 2021, closing a stake of 26,198 shares — an estimated $541K sold.

Envestnet Asset Management first reported a position in SUMO in Q4 2020 and held it in 3 quarters. The position peaked at $541K in Q2 2021. 133 funds tracked by Wall St. Rank hold SUMO as of Q3 2021.

  • Envestnet Asset Management reported no remaining Sumo Logic, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
  • Envestnet Asset Management sold 26,198 Sumo Logic, Inc. Common Stock shares in Q3 2021, an estimated $541K.
  • Envestnet Asset Management first reported a position in Sumo Logic, Inc. Common Stock in Q4 2020 and held it in 3 quarters.
  • Envestnet Asset Management's Sumo Logic, Inc. Common Stock position peaked at $541K in Q2 2021.
  • 133 funds tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q3 2021.

Based on Envestnet Asset Management's 13F filing for Q3 2021, filed 7 Oct 2021.