Kerrisdale Advisers’s GoDaddy GDDY Stock Holding History

Kerrisdale Advisers’s Portfolio GDDY Stock Details GDDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-382,514	Closed	-$26.7M	–	47
2021 Q3	$26.7M	Sell	382,514 -8,940	-2%	-$692K	2.89%	17
2021 Q2	$34M	Sell	391,454 -10,000	-2%	-$835K	3.06%	14
2021 Q1	$31.2M	Buy	401,454 +188,669	+89%	+$15.2M	2.39%	19
2020 Q4	$17.7M	Hold	212,785	–	–	1.37%	26
2020 Q3	$16.2M	Buy	212,785 +120,000	+129%	+$9.05M	1.21%	31
2020 Q2	$6.8M	Sell	92,785 -61,637	-40%	-$4.43M	0.77%	36
2020 Q1	$8.82M	Buy	+154,422	New	+$10.2M	1.69%	22

Other funds holding GDDY

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

BlueSpruce Investments Chicago, Illinois $650M AUM 19.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kerrisdale Advisers's GDDY Position: Q4 2021 in Review

Kerrisdale Advisers sold out of GoDaddy (GDDY) in Q4 2021, closing a stake of 382,514 shares — an estimated $26.7M sold.

Kerrisdale Advisers first reported a position in GDDY in Q1 2020 and held it in 7 quarters. The position peaked at $34M in Q2 2021. 429 funds tracked by Wall St. Rank hold GDDY as of Q4 2021.

Kerrisdale Advisers reported no remaining GoDaddy position as of Q4 2021 after selling out during the quarter.
Kerrisdale Advisers sold 382,514 GoDaddy shares in Q4 2021, an estimated $26.7M.
Kerrisdale Advisers first reported a position in GoDaddy in Q1 2020 and held it in 7 quarters.
Kerrisdale Advisers's GoDaddy position peaked at $34M in Q2 2021.
429 funds tracked by Wall St. Rank held GoDaddy as of Q4 2021.

Based on Kerrisdale Advisers's 13F filing for Q4 2021, filed 14 Feb 2022.