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Hershey Trust Company’s Okta OKTA Stock Holding History

Hershey Trust Company’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-718
Closed -$46K – 23
2018
Q4 		$46K Hold
718
– – ﹤0.01% 18
2018
Q3 		$51K Buy
+718
New +$42.8K ﹤0.01% 11
2018
Q2 		– Sell
-5,708
Closed -$227K – 13
2018
Q1 		$227K Sell
5,708
-1,900
-25% -$63.4K ﹤0.01% 6
2017
Q4 		$195K Buy
+7,608
New +$213K ﹤0.01% 11

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Hershey Trust Company's OKTA Position: Q1 2019 in Review

Hershey Trust Company sold out of Okta (OKTA) in Q1 2019, closing a stake of 718 shares — an estimated $46K sold.

Hershey Trust Company first reported a position in OKTA in Q4 2017 and held it in 4 quarters. The position peaked at $227K in Q1 2018. 378 funds tracked by Wall St. Rank hold OKTA as of Q1 2019.

  • Hershey Trust Company reported no remaining Okta position as of Q1 2019 after selling out during the quarter.
  • Hershey Trust Company sold 718 Okta shares in Q1 2019, an estimated $46K.
  • Hershey Trust Company first reported a position in Okta in Q4 2017 and held it in 4 quarters.
  • Hershey Trust Company's Okta position peaked at $227K in Q1 2018.
  • 378 funds tracked by Wall St. Rank held Okta as of Q1 2019.

Based on Hershey Trust Company's 13F filing for Q1 2019, filed 22 Apr 2019.