Jacobi Capital Management’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Jacobi Capital 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
2021 Q4	–	Sell	-100	Closed	-$4K	–	1434
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	1251
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	1178
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	1135
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	1026
2020 Q3	$4K	Hold	100	–	–	﹤0.01%	1011
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	1024
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	1004
2019 Q4	$2K	Hold	100	–	–	﹤0.01%	982
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	969
2019 Q2	$2K	Buy	+100	New	+$2.27K	﹤0.01%	961

Other funds holding SAIL

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

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

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

SEP

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

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

JSP

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

CIP

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Jacobi Capital Management's SAIL Position: Q4 2021 in Review

Jacobi Capital Management sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q4 2021, closing a stake of 100 shares — an estimated $4K sold.

Jacobi Capital Management first reported a position in SAIL in Q2 2019 and held it in 10 quarters. The position peaked at $5K in Q2 2021. 264 funds tracked by Wall St. Rank hold SAIL as of Q4 2021.

Jacobi Capital Management reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 100 SailPoint Technologies Holdings, Inc. Common Stock shares in Q4 2021, an estimated $4K.
Jacobi Capital Management first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q2 2019 and held it in 10 quarters.
Jacobi Capital Management's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $5K in Q2 2021.
264 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.