ET
COUP

Equitable Trust’s Coupa Software Incorporated COUP Stock Holding History

Equitable Trust’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
2022
Q1 		– Sell
-1,601
Closed -$253K – 415
2021
Q4 		$253K Sell
1,601
-163
-9% -$33.6K 0.02% 337
2021
Q3 		$387K Buy
1,764
+591
+50% +$139K 0.02% 263
2021
Q2 		$307K Sell
1,173
-56
-5% -$13.9K 0.02% 310
2021
Q1 		$313K Buy
1,229
+585
+91% +$184K 0.02% 293
2020
Q4 		$218K Buy
+644
New +$199K 0.02% 342
2020
Q3 		– Sell
-1,044
Closed -$289K – 334
2020
Q2 		$289K Buy
+1,044
New +$210K 0.03% 269

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Equitable Trust's COUP Position: Q1 2022 in Review

Equitable Trust sold out of Coupa Software Incorporated (COUP) in Q1 2022, closing a stake of 1,601 shares — an estimated $253K sold.

Equitable Trust first reported a position in COUP in Q2 2020 and held it in 6 quarters. The position peaked at $387K in Q3 2021. 404 funds tracked by Wall St. Rank hold COUP as of Q1 2022.

  • Equitable Trust reported no remaining Coupa Software Incorporated position as of Q1 2022 after selling out during the quarter.
  • Equitable Trust sold 1,601 Coupa Software Incorporated shares in Q1 2022, an estimated $253K.
  • Equitable Trust first reported a position in Coupa Software Incorporated in Q2 2020 and held it in 6 quarters.
  • Equitable Trust's Coupa Software Incorporated position peaked at $387K in Q3 2021.
  • 404 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2022.

Based on Equitable Trust's 13F filing for Q1 2022, filed 6 May 2022.