Janney Capital Management’s Samsara IOT Stock Holding History

Janney Capital Management’s Portfolio IOT Stock Details IOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$269K	Buy	7,595 +130	+2%	+$5.03K	0.02%	233
2025 Q3	$278K	Sell	7,465 -200	-3%	-$7.43K	0.02%	215
2025 Q2	$305K	Sell	7,665 -1,005	-12%	-$41.5K	0.02%	198
2025 Q1	$332K	Sell	8,670 -851	-9%	-$39.6K	0.02%	186
2024 Q4	$416K	Buy	9,521 +12	+0.1%	+$590	0.03%	189
2024 Q3	$458K	Sell	9,509 -386	-4%	-$15.6K	0.03%	162
2024 Q2	$333K	Sell	9,895 -93	-0.9%	-$3.21K	0.02%	184
2024 Q1	$377K	Sell	9,988 -360	-3%	-$12.2K	0.03%	192
2023 Q4	$345K	Buy	10,348 +311	+3%	+$8.64K	0.02%	192
2023 Q3	$253K	Buy	10,037 +267	+3%	+$7.08K	0.02%	198
2023 Q2	$271K	Sell	9,770 -3,672	-27%	-$81.4K	0.02%	210
2023 Q1	$265K	Buy	13,442 +515	+4%	+$8.16K	0.02%	198
2022 Q4	$161K	Buy	+12,927	New	+$147K	0.01%	243

Other funds holding IOT

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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