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Harbert Fund Advisors’s UiPath PATH Stock Holding History

Harbert Fund Advisors’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
2023
Q1 		– Sell
-53,711
Closed -$683K – 53
2022
Q4 		$683K Hold
53,711
– – 0.55% 44
2022
Q3 		$677K Buy
+53,711
New +$942K 0.36% 41

Other funds holding PATH

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
AGFIA
Accel Growth Fund IV Associates Palo Alto, California $58.7M AUM 25.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Harbert Fund Advisors's PATH Position: Q1 2023 in Review

Harbert Fund Advisors sold out of UiPath (PATH) in Q1 2023, closing a stake of 53,711 shares — an estimated $683K sold.

Harbert Fund Advisors first reported a position in PATH in Q3 2022 and held it in 2 quarters. The position peaked at $683K in Q4 2022. 357 funds tracked by Wall St. Rank hold PATH as of Q1 2023.

  • Harbert Fund Advisors reported no remaining UiPath position as of Q1 2023 after selling out during the quarter.
  • Harbert Fund Advisors sold 53,711 UiPath shares in Q1 2023, an estimated $683K.
  • Harbert Fund Advisors first reported a position in UiPath in Q3 2022 and held it in 2 quarters.
  • Harbert Fund Advisors's UiPath position peaked at $683K in Q4 2022.
  • 357 funds tracked by Wall St. Rank held UiPath as of Q1 2023.

Based on Harbert Fund Advisors's 13F filing for Q1 2023, filed 12 May 2023.