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Levin Capital Strategies’s Okta OKTA Stock Holding History

Levin Capital Strategies’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,318
Closed -$311K – 282
2024
Q2 		$311K Buy
+3,318
New +$314K 0.03% 163
2023
Q4 		– Sell
-5,000
Closed -$408K – 302
2023
Q3 		$408K Buy
5,000
+1,000
+25% +$75.8K 0.05% 150
2023
Q2 		$277K Buy
+4,000
New +$304K 0.03% 189
2022
Q2 		– Sell
-2,500
Closed -$377K – 331
2022
Q1 		$377K Buy
+2,500
New +$448K 0.04% 191
2021
Q4 		– Sell
-2,000
Closed -$475K – 386
2021
Q3 		$475K Buy
+2,000
New +$497K 0.05% 177
2020
Q4 		– Sell
-1,000
Closed -$214K – 334
2020
Q3 		$214K Buy
+1,000
New +$208K 0.03% 219

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return