Lyon Street Capital’s Stamps.com, Inc. STMP Stock Holding History

Lyon Street Capital’s Portfolio STMP Stock Details STMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$1.39M	Sell	5,750 -9,833	-63%	-$2.35M	4.12%	1
2020 Q2	$2.86M	Buy	15,583 +5,583	+56%	+$955K	5.75%	1
2020 Q1	$1.3M	Buy	+10,000	New	+$1.05M	2.07%	16
2019 Q1	–	Sell	-6,500	Closed	-$1.01M	–	59
2018 Q4	$1.01M	Buy	+6,500	New	+$1.16M	1.02%	40
2017 Q4	–	Sell	-26,760	Closed	-$5.42M	–	64
2017 Q3	$5.42M	Sell	26,760 -48,504	-64%	-$8.9M	2.09%	20
2017 Q2	$11.7M	Sell	75,264 -108,234	-59%	-$13.6M	4.69%	3
2017 Q1	$21.7M	Buy	183,498 +19,414	+12%	+$2.4M	8.71%	2
2016 Q4	$18.8M	Sell	164,084 -65,782	-29%	-$6.84M	9.62%	1
2016 Q3	$21.7M	Buy	229,866 +141,454	+160%	+$12.3M	10.6%	1
2016 Q2	$7.73M	Buy	88,412 +62,347	+239%	+$5.57M	4.36%	9
2016 Q1	$2.77M	Sell	26,065 -16,265	-38%	-$1.66M	1.57%	25
2015 Q4	$4.64M	Buy	42,330 +5,885	+16%	+$539K	3.09%	16
2015 Q3	$2.7M	Hold	36,445	–	–	1.96%	23
2015 Q2	$2.68M	Buy	+36,445	New	+$2.5M	1.93%	22

Other funds holding STMP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Lyon Street Capital's STMP Position: Q3 2020 in Review

Lyon Street Capital reduced its Stamps.com, Inc. (STMP) stake by 63% in Q3 2020, selling an estimated $2.35M and leaving 5,750 shares worth $1.39M. The position accounts for 4.12% of the portfolio, ranked #1.

Lyon Street Capital first reported a position in STMP in Q2 2015 and has held it in 14 quarters since. The position peaked at $21.7M in Q3 2016. 273 funds tracked by Wall St. Rank hold STMP as of Q3 2020.

Lyon Street Capital held 5,750 shares of Stamps.com, Inc. worth $1.39M as of Q3 2020.
Lyon Street Capital sold 9,833 Stamps.com, Inc. shares in Q3 2020, an estimated $2.35M.
Stamps.com, Inc. made up 4.12% of Lyon Street Capital's portfolio in Q3 2020, its #1 holding.
Lyon Street Capital first reported a position in Stamps.com, Inc. in Q2 2015 and has held it in 14 quarters since.
Lyon Street Capital's Stamps.com, Inc. position peaked at $21.7M in Q3 2016.
273 funds tracked by Wall St. Rank held Stamps.com, Inc. as of Q3 2020.

Based on Lyon Street Capital's 13F filing for Q3 2020, filed 16 Nov 2020.