IFAM
SUMO

Institutional & Family Asset Management’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Institutional & Family Asset Management’s Portfolio SUMO Stock Details SUMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-22
Closed – – 969
2021
Q3 		$0 Sell
22
-16
-42% -$318 ﹤0.01% 998
2021
Q2 		$1K Hold
38
– – ﹤0.01% 930
2021
Q1 		$1K Sell
38
-23
-38% -$672 ﹤0.01% 912
2020
Q4 		$2K Sell
61
-2
-3% -$47 ﹤0.01% 803
2020
Q3 		$1K Buy
+63
New +$1.49K ﹤0.01% 818

Other funds holding SUMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
GX
Greylock XIII Menlo Park, California $27.6M AUM 53.47% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $363M AUM 65.91% 1-Year Est. Return

Institutional & Family Asset Management's SUMO Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q4 2021, closing a stake of 22 shares.

Institutional & Family Asset Management first reported a position in SUMO in Q3 2020 and held it in 5 quarters. The position peaked at $2K in Q4 2020. 149 funds tracked by Wall St. Rank hold SUMO as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Sumo Logic, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 22 Sumo Logic, Inc. Common Stock shares in Q4 2021.
  • Institutional & Family Asset Management first reported a position in Sumo Logic, Inc. Common Stock in Q3 2020 and held it in 5 quarters.
  • Institutional & Family Asset Management's Sumo Logic, Inc. Common Stock position peaked at $2K in Q4 2020.
  • 149 funds tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.