Lloyd Advisory Services’s Coupa Software Incorporated COUP Stock Holding History

Lloyd Advisory Services’s Portfolio COUP Stock Details COUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-467	Closed	-$47K	–	601
2022 Q1	$47K	Buy	467 +51	+12%	+$6.17K	0.02%	237
2021 Q4	$66K	Buy	416 +102	+32%	+$21K	0.03%	170
2021 Q3	$69K	Buy	314 +163	+108%	+$38.3K	0.04%	139
2021 Q2	$40K	Buy	151 +46	+44%	+$11.4K	0.02%	176
2021 Q1	$27K	Buy	105 +91	+650%	+$28.7K	0.01%	194
2020 Q4	$5K	Sell	14 -1	-7%	-$309	﹤0.01%	259
2020 Q3	$4K	Buy	+15	New	+$4.38K	﹤0.01%	253

Other funds holding COUP

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

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

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

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

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Lloyd Advisory Services's COUP Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Coupa Software Incorporated (COUP) in Q2 2022, closing a stake of 467 shares — an estimated $47K sold.

Lloyd Advisory Services first reported a position in COUP in Q3 2020 and held it in 7 quarters. The position peaked at $69K in Q3 2021. 355 funds tracked by Wall St. Rank hold COUP as of Q2 2022.

Lloyd Advisory Services reported no remaining Coupa Software Incorporated position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 467 Coupa Software Incorporated shares in Q2 2022, an estimated $47K.
Lloyd Advisory Services first reported a position in Coupa Software Incorporated in Q3 2020 and held it in 7 quarters.
Lloyd Advisory Services's Coupa Software Incorporated position peaked at $69K in Q3 2021.
355 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.