KA
STMP

Kerrisdale Advisers’s Stamps.com, Inc. STMP Stock Holding History

Kerrisdale Advisers’s Portfolio STMP Stock Details STMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-70,747
Closed -$14.2M – 20
2018
Q1 		$14.2M Buy
70,747
+43,271
+157% +$8.47M 9.9% 5
2017
Q4 		$5.17M Buy
+27,476
New +$5.31M 10.47% 2
2017
Q3 		– Sell
-39,781
Closed -$6.16M – 21
2017
Q2 		$6.16M Buy
+39,781
New +$5.01M 5.67% 7

Other funds holding STMP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return

Kerrisdale Advisers's STMP Position: Q2 2018 in Review

Kerrisdale Advisers sold out of Stamps.com, Inc. (STMP) in Q2 2018, closing a stake of 70,747 shares — an estimated $14.2M sold.

Kerrisdale Advisers first reported a position in STMP in Q2 2017 and held it in 3 quarters. The position peaked at $14.2M in Q1 2018. 307 funds tracked by Wall St. Rank hold STMP as of Q2 2018.

  • Kerrisdale Advisers reported no remaining Stamps.com, Inc. position as of Q2 2018 after selling out during the quarter.
  • Kerrisdale Advisers sold 70,747 Stamps.com, Inc. shares in Q2 2018, an estimated $14.2M.
  • Kerrisdale Advisers first reported a position in Stamps.com, Inc. in Q2 2017 and held it in 3 quarters.
  • Kerrisdale Advisers's Stamps.com, Inc. position peaked at $14.2M in Q1 2018.
  • 307 funds tracked by Wall St. Rank held Stamps.com, Inc. as of Q2 2018.

Based on Kerrisdale Advisers's 13F filing for Q2 2018, filed 14 Aug 2018.