Greenleaf Trust’s UiPath PATH Stock Holding History

Greenleaf Trust’s Portfolio PATH Stock Details PATH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,735	Closed	-$217K	–	789
2023 Q4	$217K	Buy	+8,735	New	+$170K	﹤0.01%	703

Other funds holding PATH

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Greenleaf Trust's PATH Position: Q1 2024 in Review

Greenleaf Trust sold out of UiPath (PATH) in Q1 2024, closing a stake of 8,735 shares — an estimated $217K sold.

Greenleaf Trust first reported a position in PATH in Q4 2023 and held it in 1 quarter. The position peaked at $217K in Q4 2023. 515 funds tracked by Wall St. Rank hold PATH as of Q1 2024.

Greenleaf Trust reported no remaining UiPath position as of Q1 2024 after selling out during the quarter.
Greenleaf Trust sold 8,735 UiPath shares in Q1 2024, an estimated $217K.
Greenleaf Trust first reported a position in UiPath in Q4 2023 and held it in 1 quarter.
Greenleaf Trust's UiPath position peaked at $217K in Q4 2023.
515 funds tracked by Wall St. Rank held UiPath as of Q1 2024.

Based on Greenleaf Trust's 13F filing for Q1 2024, filed 29 Apr 2024.