Institutional & Family Asset Management’s Cornerstone OnDemand, Inc. CSOD Stock Holding History

Institutional & Family Asset Management’s Portfolio CSOD Stock Details CSOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-61	Closed	-$4K	–	935
2019 Q4	$4K	Hold	61	–	–	﹤0.01%	639
2019 Q3	$3K	Hold	61	–	–	﹤0.01%	656
2019 Q2	$4K	Hold	61	–	–	﹤0.01%	643
2019 Q1	$3K	Hold	61	–	–	﹤0.01%	683
2018 Q4	$3K	Hold	61	–	–	﹤0.01%	664
2018 Q3	$3K	Hold	61	–	–	﹤0.01%	707
2018 Q2	$3K	Hold	61	–	–	﹤0.01%	694
2018 Q1	$2K	Buy	+61	New	+$2.48K	﹤0.01%	741

Other funds holding CSOD

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

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

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Institutional & Family Asset Management's CSOD Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of Cornerstone OnDemand, Inc. (CSOD) in Q1 2020, closing a stake of 61 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in CSOD in Q1 2018 and held it in 8 quarters. The position peaked at $4K in Q4 2019. 168 funds tracked by Wall St. Rank hold CSOD as of Q1 2020.

Institutional & Family Asset Management reported no remaining Cornerstone OnDemand, Inc. position as of Q1 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 61 Cornerstone OnDemand, Inc. shares in Q1 2020, an estimated $4K.
Institutional & Family Asset Management first reported a position in Cornerstone OnDemand, Inc. in Q1 2018 and held it in 8 quarters.
Institutional & Family Asset Management's Cornerstone OnDemand, Inc. position peaked at $4K in Q4 2019.
168 funds tracked by Wall St. Rank held Cornerstone OnDemand, Inc. as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.