Montag & Associates’s dLocal DLO Stock Holding History

Montag & Associates’s Portfolio DLO Stock Details DLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-650	Closed	-$10.1K	–	938
2022 Q4	$10.1K	Hold	650	–	–	﹤0.01%	733
2022 Q3	$13K	Buy	+650	New	+$17.3K	﹤0.01%	700

Other funds holding DLO

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.19B AUM 3.99% 1-Year Est. Return

RBGI

Ribbit Bullfrog GP II Palo Alto, California $258M AUM 33.43% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Montag & Associates's DLO Position: Q1 2023 in Review

Montag & Associates sold out of dLocal (DLO) in Q1 2023, closing a stake of 650 shares — an estimated $10.1K sold.

Montag & Associates first reported a position in DLO in Q3 2022 and held it in 2 quarters. The position peaked at $13K in Q3 2022. 96 funds tracked by Wall St. Rank hold DLO as of Q1 2023.

Montag & Associates reported no remaining dLocal position as of Q1 2023 after selling out during the quarter.
Montag & Associates sold 650 dLocal shares in Q1 2023, an estimated $10.1K.
Montag & Associates first reported a position in dLocal in Q3 2022 and held it in 2 quarters.
Montag & Associates's dLocal position peaked at $13K in Q3 2022.
96 funds tracked by Wall St. Rank held dLocal as of Q1 2023.

Based on Montag & Associates's 13F filing for Q1 2023, filed 11 May 2023.