Lord, Abbett & Co
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Lord, Abbett & Co’s Ooma OOMA Stock Holding History

Lord, Abbett & Co’s Portfolio OOMA Stock Details OOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-258,225
Closed -$3.23M – 566
2023
Q1 		$3.23M Sell
258,225
-230,704
-47% -$3.09M 0.01% 505
2022
Q4 		$6.66M Buy
488,929
+42,128
+9% +$624K 0.02% 467
2022
Q3 		$5.5M Buy
446,801
+26,743
+6% +$332K 0.02% 463
2022
Q2 		$4.97M Buy
420,058
+28,258
+7% +$375K 0.02% 494
2022
Q1 		$5.87M Sell
391,800
-544,121
-58% -$9.19M 0.02% 535
2021
Q4 		$19.1M Sell
935,921
-9,054
-1% -$184K 0.04% 399
2021
Q3 		$17.6M Sell
944,975
-12,162
-1% -$229K 0.04% 432
2021
Q2 		$18.1M Buy
957,137
+312,916
+49% +$5.67M 0.04% 433
2021
Q1 		$10.2M Buy
+644,221
New +$10M 0.03% 518

Other funds holding OOMA

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lord, Abbett & Co's OOMA Position: Q2 2023 in Review

Lord, Abbett & Co sold out of Ooma (OOMA) in Q2 2023, closing a stake of 258,225 shares — an estimated $3.23M sold.

Lord, Abbett & Co first reported a position in OOMA in Q1 2021 and held it in 9 quarters. The position peaked at $19.1M in Q4 2021. 97 funds tracked by Wall St. Rank hold OOMA as of Q2 2023.

  • Lord, Abbett & Co reported no remaining Ooma position as of Q2 2023 after selling out during the quarter.
  • Lord, Abbett & Co sold 258,225 Ooma shares in Q2 2023, an estimated $3.23M.
  • Lord, Abbett & Co first reported a position in Ooma in Q1 2021 and held it in 9 quarters.
  • Lord, Abbett & Co's Ooma position peaked at $19.1M in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Ooma as of Q2 2023.

Based on Lord, Abbett & Co's 13F filing for Q2 2023, filed 14 Aug 2023.