Lake Street Advisors Group’s ServiceNow NOW Stock Holding History

Lake Street Advisors Group’s Portfolio NOW Stock Details NOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.3M	Buy	10,845 +1,610	+17%	+$326K	0.11%	119
2024 Q3	$1.65M	Buy	9,235 +1,825	+25%	+$300K	0.08%	149
2024 Q2	$1.17M	Sell	7,410 -2,695	-27%	-$395K	0.06%	193
2024 Q1	$1.54M	Sell	10,105 -80	-0.8%	-$12.1K	0.07%	168
2023 Q4	$1.44M	Buy	+10,185	New	+$1.28M	0.07%	180
2021 Q3	–	Sell	-3,735	Closed	-$434K	–	363
2021 Q2	$434K	Buy	3,735 +235	+7%	+$23.8K	0.03%	183
2021 Q1	$350K	Sell	3,500 -155	-4%	-$16.4K	0.03%	209
2020 Q4	$402K	Buy	3,655 +250	+7%	+$26K	0.03%	176
2020 Q3	$330K	Buy	3,405 +65	+2%	+$5.8K	0.03%	191
2020 Q2	$271K	Sell	3,340 -505	-13%	-$35.7K	0.03%	221
2020 Q1	$220K	Buy	+3,845	New	+$240K	0.03%	214

Other funds holding NOW

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lake Street Advisors Group's NOW Position: Q4 2024 in Review

Lake Street Advisors Group increased its ServiceNow (NOW) stake by 17% in Q4 2024, buying an estimated $326K and bringing the position to 10,845 shares worth $2.3M. The position accounts for 0.11% of the portfolio, ranked #119.

Lake Street Advisors Group first reported a position in NOW in Q1 2020 and has held it in 11 quarters since. 2,258 funds tracked by Wall St. Rank hold NOW as of Q4 2024.

Lake Street Advisors Group held 10,845 shares of ServiceNow worth $2.3M as of Q4 2024.
Lake Street Advisors Group bought 1,610 ServiceNow shares in Q4 2024, an estimated $326K.
ServiceNow made up 0.11% of Lake Street Advisors Group's portfolio in Q4 2024, its #119 holding.
Lake Street Advisors Group first reported a position in ServiceNow in Q1 2020 and has held it in 11 quarters since.
2,258 funds tracked by Wall St. Rank held ServiceNow as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.