Institutional & Family Asset Management’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-82	Closed	-$2K	–	933
2019 Q4	$2K	Hold	82	–	–	﹤0.01%	776
2019 Q3	$2K	Buy	82 +2	+3%	+$42	﹤0.01%	746
2019 Q2	$2K	Buy	80 +36	+82%	+$816	﹤0.01%	762
2019 Q1	$1K	Hold	44	–	–	﹤0.01%	822
2018 Q4	$1K	Hold	44	–	–	﹤0.01%	804
2018 Q3	$1K	Buy	+44	New	+$1.28K	﹤0.01%	829

Other funds holding SAIL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

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

Institutional & Family Asset Management sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q1 2020, closing a stake of 82 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in SAIL in Q3 2018 and held it in 6 quarters. The position peaked at $2K in Q4 2019. 166 funds tracked by Wall St. Rank hold SAIL as of Q1 2020.

Institutional & Family Asset Management reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 82 SailPoint Technologies Holdings, Inc. Common Stock shares in Q1 2020, an estimated $2K.
Institutional & Family Asset Management first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q3 2018 and held it in 6 quarters.
Institutional & Family Asset Management's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $2K in Q4 2019.
166 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q1 2020.

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