Kestra Advisory Services’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Kestra Advisory Services’s Portfolio SUMO Stock Details SUMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-10,003	Closed	-$207K	–	2197
2021 Q2	$207K	Sell	10,003 -980	-9%	-$18.9K	﹤0.01%	1848
2021 Q1	$207K	Sell	10,983 -2,522	-19%	-$73.6K	﹤0.01%	1715
2020 Q4	$387K	Buy	+13,505	New	+$318K	﹤0.01%	1337

Other funds holding SUMO

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

Greylock XIII Menlo Park, California $27.6M AUM 53.47% 1-Year Est. Return

Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

CIP

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

BMC

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

GCM

Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Kestra Advisory Services's SUMO Position: Q3 2021 in Review

Kestra Advisory Services sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q3 2021, closing a stake of 10,003 shares — an estimated $207K sold.

Kestra Advisory Services first reported a position in SUMO in Q4 2020 and held it in 3 quarters. The position peaked at $387K in Q4 2020. 133 funds tracked by Wall St. Rank hold SUMO as of Q3 2021.

Kestra Advisory Services reported no remaining Sumo Logic, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
Kestra Advisory Services sold 10,003 Sumo Logic, Inc. Common Stock shares in Q3 2021, an estimated $207K.
Kestra Advisory Services first reported a position in Sumo Logic, Inc. Common Stock in Q4 2020 and held it in 3 quarters.
Kestra Advisory Services's Sumo Logic, Inc. Common Stock position peaked at $387K in Q4 2020.
133 funds tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q3 2021.

Based on Kestra Advisory Services's 13F filing for Q3 2021, filed 19 Oct 2021.