HIM
SITO

Herald Investment Management’s SITO MOBILE, LTD SITO Stock Holding History

Herald Investment Management’s Portfolio SITO Stock Details SITO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-125,000
Closed -$106K – 93
2019
Q3 		$106K Hold
125,000
– – 0.03% 87
2019
Q2 		$98K Hold
125,000
– – 0.03% 92
2019
Q1 		$223K Hold
125,000
– – 0.06% 95
2018
Q4 		$113K Hold
125,000
– – 0.04% 89
2018
Q3 		$222K Hold
125,000
– – 0.06% 91
2018
Q2 		$321K Hold
125,000
– – 0.09% 91
2018
Q1 		$502K Buy
+125,000
New +$677K 0.15% 83

Other funds holding SITO

LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Herald Investment Management's SITO Position: Q4 2019 in Review

Herald Investment Management sold out of SITO MOBILE, LTD (SITO) in Q4 2019, closing a stake of 125,000 shares — an estimated $106K sold.

Herald Investment Management first reported a position in SITO in Q1 2018 and held it in 7 quarters. The position peaked at $502K in Q1 2018. 17 funds tracked by Wall St. Rank hold SITO as of Q4 2019.

  • Herald Investment Management reported no remaining SITO MOBILE, LTD position as of Q4 2019 after selling out during the quarter.
  • Herald Investment Management sold 125,000 SITO MOBILE, LTD shares in Q4 2019, an estimated $106K.
  • Herald Investment Management first reported a position in SITO MOBILE, LTD in Q1 2018 and held it in 7 quarters.
  • Herald Investment Management's SITO MOBILE, LTD position peaked at $502K in Q1 2018.
  • 17 funds tracked by Wall St. Rank held SITO MOBILE, LTD as of Q4 2019.

Based on Herald Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.