Ladenburg Thalmann Financial Services’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio SAIL Stock Details SAIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$7K	Sell	316 -529	-63%	-$11.6K	﹤0.01%	4665
2019 Q3	$15K	Buy	845 +415	+97%	+$8.81K	﹤0.01%	4204
2019 Q2	$10K	Buy	430 +120	+39%	+$2.72K	﹤0.01%	4459
2019 Q1	$10K	Buy	310 +31	+11%	+$883	﹤0.01%	4391
2018 Q4	$7K	Buy	279 +78	+39%	+$2K	﹤0.01%	4476
2018 Q3	$7K	Hold	201	–	–	﹤0.01%	4479
2018 Q2	$4K	Hold	201	–	–	﹤0.01%	4704
2018 Q1	$4K	Buy	+201	New	+$3.68K	﹤0.01%	4704

Other funds holding SAIL

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

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

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

CIP

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SAIL Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its SailPoint Technologies Holdings, Inc. Common Stock (SAIL) stake by 63% in Q4 2019, selling an estimated $11.6K and leaving 316 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #4665.

Ladenburg Thalmann Financial Services first reported a position in SAIL in Q1 2018 and has held it in 8 quarters since. The position peaked at $15K in Q3 2019. 185 funds tracked by Wall St. Rank hold SAIL as of Q4 2019.

Ladenburg Thalmann Financial Services held 316 shares of SailPoint Technologies Holdings, Inc. Common Stock worth $7K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 529 SailPoint Technologies Holdings, Inc. Common Stock shares in Q4 2019, an estimated $11.6K.
SailPoint Technologies Holdings, Inc. Common Stock made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4665 holding.
Ladenburg Thalmann Financial Services first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q1 2018 and has held it in 8 quarters since.
Ladenburg Thalmann Financial Services's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $15K in Q3 2019.
185 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.