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Grassi Investment Management’s Samsara IOT Stock Holding History

Grassi Investment Management’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,300
Closed -$207K – 133
2024
Q3 		$207K Buy
+4,300
New +$174K 0.02% 122

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Grassi Investment Management's IOT Position: Q4 2024 in Review

Grassi Investment Management sold out of Samsara (IOT) in Q4 2024, closing a stake of 4,300 shares — an estimated $207K sold.

Grassi Investment Management first reported a position in IOT in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 434 funds tracked by Wall St. Rank hold IOT as of Q4 2024.

  • Grassi Investment Management reported no remaining Samsara position as of Q4 2024 after selling out during the quarter.
  • Grassi Investment Management sold 4,300 Samsara shares in Q4 2024, an estimated $207K.
  • Grassi Investment Management first reported a position in Samsara in Q3 2024 and held it in 1 quarter.
  • Grassi Investment Management's Samsara position peaked at $207K in Q3 2024.
  • 434 funds tracked by Wall St. Rank held Samsara as of Q4 2024.

Based on Grassi Investment Management's 13F filing for Q4 2024, filed 13 Jan 2025.