EWA
SUMO

EverSource Wealth Advisors’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

EverSource Wealth Advisors’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
2022
Q4 		– Sell
-1,174
Closed -$9K – 2459
2022
Q3 		$9K Buy
+1,174
New +$9.37K ﹤0.01% 1179
2022
Q2 		– Sell
-201
Closed -$2K – 1936
2022
Q1 		$2K Hold
201
– – ﹤0.01% 1612
2021
Q4 		$3K Buy
+201
New +$3.12K ﹤0.01% 1481

Other funds holding SUMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EverSource Wealth Advisors's SUMO Position: Q4 2022 in Review

EverSource Wealth Advisors sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q4 2022, closing a stake of 1,174 shares — an estimated $9K sold.

EverSource Wealth Advisors first reported a position in SUMO in Q4 2021 and held it in 3 quarters. The position peaked at $9K in Q3 2022. 176 funds tracked by Wall St. Rank hold SUMO as of Q4 2022.

  • EverSource Wealth Advisors reported no remaining Sumo Logic, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,174 Sumo Logic, Inc. Common Stock shares in Q4 2022, an estimated $9K.
  • EverSource Wealth Advisors first reported a position in Sumo Logic, Inc. Common Stock in Q4 2021 and held it in 3 quarters.
  • EverSource Wealth Advisors's Sumo Logic, Inc. Common Stock position peaked at $9K in Q3 2022.
  • 176 funds tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q4 2022.

Based on EverSource Wealth Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.