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Horan Securities’s UiPath PATH Stock Holding History

Horan Securities’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
Q3 		– Sell
-11
Closed -$183 – 481
2023
Q2 		$183 Sell
11
-29
-73% -$465 ﹤0.01% 698
2023
Q1 		$710 Hold
40
– – ﹤0.01% 653
2022
Q4 		$514 Hold
40
– – ﹤0.01% 702
2022
Q3 		$1K Hold
40
– – ﹤0.01% 554
2022
Q2 		$1K Buy
40
+2
+5% +$37 ﹤0.01% 634
2022
Q1 		$1K Hold
38
– – ﹤0.01% 492
2021
Q4 		$2K Buy
+38
New +$1.87K ﹤0.01% 458

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Horan Securities's PATH Position: Q3 2023 in Review

Horan Securities sold out of UiPath (PATH) in Q3 2023, closing a stake of 11 shares — an estimated $183 sold.

Horan Securities first reported a position in PATH in Q4 2021 and held it in 7 quarters. The position peaked at $2K in Q4 2021. 417 funds tracked by Wall St. Rank hold PATH as of Q3 2023.

  • Horan Securities reported no remaining UiPath position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 11 UiPath shares in Q3 2023, an estimated $183.
  • Horan Securities first reported a position in UiPath in Q4 2021 and held it in 7 quarters.
  • Horan Securities's UiPath position peaked at $2K in Q4 2021.
  • 417 funds tracked by Wall St. Rank held UiPath as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.