Lido Advisors’s Sprinklr CXM Stock Holding History

Lido Advisors’s Portfolio CXM Stock Details CXM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,064	Closed	-$96.8K	–	1492
2024 Q2	$96.8K	Hold	10,064	–	–	﹤0.01%	1342
2024 Q1	$123K	Sell	10,064 -738	-7%	-$9.4K	﹤0.01%	1312
2023 Q4	$130K	Buy	+10,802	New	+$148K	﹤0.01%	1275

Other funds holding CXM

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

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

BMC

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

HFCII

H&F Corporate Investors IX San Francisco, California $65.2M AUM 28.14% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

SSP

Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

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

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

Lido Advisors's CXM Position: Q3 2024 in Review

Lido Advisors sold out of Sprinklr (CXM) in Q3 2024, closing a stake of 10,064 shares — an estimated $96.8K sold.

Lido Advisors first reported a position in CXM in Q4 2023 and held it in 3 quarters. The position peaked at $130K in Q4 2023. 191 funds tracked by Wall St. Rank hold CXM as of Q3 2024.

Lido Advisors reported no remaining Sprinklr position as of Q3 2024 after selling out during the quarter.
Lido Advisors sold 10,064 Sprinklr shares in Q3 2024, an estimated $96.8K.
Lido Advisors first reported a position in Sprinklr in Q4 2023 and held it in 3 quarters.
Lido Advisors's Sprinklr position peaked at $130K in Q4 2023.
191 funds tracked by Wall St. Rank held Sprinklr as of Q3 2024.

Based on Lido Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.