Mark Sheptoff Financial Planning’s Splunk Inc SPLK Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio SPLK Stock Details SPLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-42	Closed	-$5K	–	496
2021 Q4	$5K	Hold	42	–	–	﹤0.01%	370
2021 Q3	$6K	Hold	42	–	–	﹤0.01%	341
2021 Q2	$6K	Hold	42	–	–	﹤0.01%	362
2021 Q1	$6K	Hold	42	–	–	﹤0.01%	318
2020 Q4	$7K	Hold	42	–	–	﹤0.01%	297
2020 Q3	$8K	Hold	42	–	–	﹤0.01%	250
2020 Q2	$8K	Hold	42	–	–	0.01%	274
2020 Q1	$5K	Sell	42 -50	-54%	-$7.36K	﹤0.01%	275
2019 Q4	$14K	Hold	92	–	–	0.01%	255
2019 Q3	$11K	Buy	92 +42	+84%	+$5.25K	0.01%	269
2019 Q2	$6K	Hold	50	–	–	﹤0.01%	287
2019 Q1	$6K	Hold	50	–	–	﹤0.01%	294
2018 Q4	$5K	Hold	50	–	–	﹤0.01%	284
2018 Q3	$6K	Hold	50	–	–	﹤0.01%	322
2018 Q2	$5K	Hold	50	–	–	﹤0.01%	322
2018 Q1	$5K	Hold	50	–	–	﹤0.01%	334
2017 Q4	$4K	Hold	50	–	–	﹤0.01%	337
2017 Q3	$3K	Hold	50	–	–	﹤0.01%	340
2017 Q2	$3K	Sell	50 -1	-2%	-$62	﹤0.01%	330
2017 Q1	$3K	Buy	51 +1	+2%	+$60	﹤0.01%	331
2016 Q4	$3K	Hold	50	–	–	﹤0.01%	321
2016 Q3	$3K	Hold	50	–	–	﹤0.01%	319
2016 Q2	$3K	Hold	50	–	–	﹤0.01%	315
2016 Q1	$2K	Buy	+50	New	+$2.25K	﹤0.01%	321

Other funds holding SPLK

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

HFCIX

H&F Corporate Investors X San Francisco, California $3.85B AUM

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Mark Sheptoff Financial Planning's SPLK Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of Splunk Inc (SPLK) in Q1 2022, closing a stake of 42 shares — an estimated $5K sold.

Mark Sheptoff Financial Planning first reported a position in SPLK in Q1 2016 and held it in 24 quarters. The position peaked at $14K in Q4 2019. 699 funds tracked by Wall St. Rank hold SPLK as of Q1 2022.

Mark Sheptoff Financial Planning reported no remaining Splunk Inc position as of Q1 2022 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 42 Splunk Inc shares in Q1 2022, an estimated $5K.
Mark Sheptoff Financial Planning first reported a position in Splunk Inc in Q1 2016 and held it in 24 quarters.
Mark Sheptoff Financial Planning's Splunk Inc position peaked at $14K in Q4 2019.
699 funds tracked by Wall St. Rank held Splunk Inc as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.