Kayne Anderson Rudnick Investment Management’s Proterra Inc. Common Stock PTRA Stock Holding History

Kayne Anderson Rudnick Investment Management’s Portfolio PTRA Stock Details PTRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,538	Closed	-$13.3K	–	817
2022 Q4	$13.3K	Hold	3,538	–	–	﹤0.01%	565
2022 Q3	$18K	Hold	3,538	–	–	﹤0.01%	540
2022 Q2	$16K	Hold	3,538	–	–	﹤0.01%	528
2022 Q1	$27K	Hold	3,538	–	–	﹤0.01%	495
2021 Q4	$31K	Buy	+3,538	New	+$36.2K	﹤0.01%	496

Other funds holding PTRA

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

TPL

Tao Pro LLC San Francisco, California $13.8M AUM 74.14% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFM

Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's PTRA Position: Q1 2023 in Review

Kayne Anderson Rudnick Investment Management sold out of Proterra Inc. Common Stock (PTRA) in Q1 2023, closing a stake of 3,538 shares — an estimated $13.3K sold.

Kayne Anderson Rudnick Investment Management first reported a position in PTRA in Q4 2021 and held it in 5 quarters. The position peaked at $31K in Q4 2021. 166 funds tracked by Wall St. Rank hold PTRA as of Q1 2023.

Kayne Anderson Rudnick Investment Management reported no remaining Proterra Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Kayne Anderson Rudnick Investment Management sold 3,538 Proterra Inc. Common Stock shares in Q1 2023, an estimated $13.3K.
Kayne Anderson Rudnick Investment Management first reported a position in Proterra Inc. Common Stock in Q4 2021 and held it in 5 quarters.
Kayne Anderson Rudnick Investment Management's Proterra Inc. Common Stock position peaked at $31K in Q4 2021.
166 funds tracked by Wall St. Rank held Proterra Inc. Common Stock as of Q1 2023.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2023, filed 16 May 2023.