Nelson Capital Management’s Atlassian TEAM Stock Holding History

Nelson Capital Management’s Portfolio TEAM Stock Details TEAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,606	Closed	-$549K	–	100
2022 Q3	$549K	Hold	2,606	–	–	0.16%	79
2022 Q2	$488K	Hold	2,606	–	–	0.13%	78
2022 Q1	$766K	Sell	2,606 -100	-4%	-$29.9K	0.15%	77
2021 Q4	$1.03M	Hold	2,706	–	–	0.19%	73
2021 Q3	$1.06M	Hold	2,706	–	–	0.21%	69
2021 Q2	$695K	Hold	2,706	–	–	0.14%	75
2021 Q1	$570K	Hold	2,706	–	–	0.12%	76
2020 Q4	$633K	Hold	2,706	–	–	0.14%	71
2020 Q3	$492K	Hold	2,706	–	–	0.09%	79
2020 Q2	$488K	Hold	2,706	–	–	0.11%	75
2020 Q1	$371K	Hold	2,706	–	–	0.1%	73
2019 Q4	$326K	Buy	+2,706	New	+$330K	0.07%	83
2018 Q1	–	Sell	-2,706	Closed	-$123K	–	311
2017 Q4	$123K	Buy	+2,706	New	+$126K	0.04%	102

Other funds holding TEAM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Nelson Capital Management's TEAM Position: Q4 2022 in Review

Nelson Capital Management sold out of Atlassian (TEAM) in Q4 2022, closing a stake of 2,606 shares — an estimated $549K sold.

Nelson Capital Management first reported a position in TEAM in Q4 2017 and held it in 13 quarters. The position peaked at $1.06M in Q3 2021. 564 funds tracked by Wall St. Rank hold TEAM as of Q4 2022.

Nelson Capital Management reported no remaining Atlassian position as of Q4 2022 after selling out during the quarter.
Nelson Capital Management sold 2,606 Atlassian shares in Q4 2022, an estimated $549K.
Nelson Capital Management first reported a position in Atlassian in Q4 2017 and held it in 13 quarters.
Nelson Capital Management's Atlassian position peaked at $1.06M in Q3 2021.
564 funds tracked by Wall St. Rank held Atlassian as of Q4 2022.

Based on Nelson Capital Management's 13F filing for Q4 2022, filed 3 Feb 2023.