Ergoteles’s Clearwater Analytics CWAN Stock Holding History

Ergoteles’s Portfolio CWAN Stock Details CWAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-42,000	Closed	-$506K	–	1628
2022 Q2	$506K	Buy	+42,000	New	+$679K	0.02%	831

Other funds holding CWAN

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ergoteles's CWAN Position: Q3 2022 in Review

Ergoteles sold out of Clearwater Analytics (CWAN) in Q3 2022, closing a stake of 42,000 shares — an estimated $506K sold.

Ergoteles first reported a position in CWAN in Q2 2022 and held it in 1 quarter. The position peaked at $506K in Q2 2022. 88 funds tracked by Wall St. Rank hold CWAN as of Q3 2022.

Ergoteles reported no remaining Clearwater Analytics position as of Q3 2022 after selling out during the quarter.
Ergoteles sold 42,000 Clearwater Analytics shares in Q3 2022, an estimated $506K.
Ergoteles first reported a position in Clearwater Analytics in Q2 2022 and held it in 1 quarter.
Ergoteles's Clearwater Analytics position peaked at $506K in Q2 2022.
88 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2022.

Based on Ergoteles's 13F filing for Q3 2022, filed 14 Nov 2022.