NFSG
SUMO

Newbridge Financial Services Group’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Newbridge Financial Services Group’s Portfolio SUMO Stock Details SUMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,430
Closed -$161K – 1466
2023
Q1 		$161K Sell
13,430
-700
-5% -$7.67K 0.09% 229
2022
Q4 		$114K Sell
14,130
-1,600
-10% -$12.2K 0.07% 276
2022
Q3 		$118K Hold
15,730
– – 0.07% 272
2022
Q2 		$118K Hold
15,730
– – 0.07% 247
2022
Q1 		$184K Sell
15,730
-450
-3% -$5.21K 0.09% 213
2021
Q4 		$219K Sell
16,180
-1,050
-6% -$16.3K 0.1% 193
2021
Q3 		$278K Buy
17,230
+6,150
+56% +$122K 0.17% 127
2021
Q2 		$229K Buy
11,080
+1,000
+10% +$19.3K 0.14% 156
2021
Q1 		$190K Hold
10,080
– – 0.14% 168
2020
Q4 		$288K Hold
10,080
– – 0.24% 98
2020
Q3 		$220K Buy
+10,080
New +$238K 0.22% 103

Other funds holding SUMO

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Newbridge Financial Services Group's SUMO Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q2 2023, closing a stake of 13,430 shares — an estimated $161K sold.

Newbridge Financial Services Group first reported a position in SUMO in Q3 2020 and held it in 11 quarters. The position peaked at $288K in Q4 2020. 1 fund tracked by Wall St. Rank holds SUMO as of Q2 2023.

  • Newbridge Financial Services Group reported no remaining Sumo Logic, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 13,430 Sumo Logic, Inc. Common Stock shares in Q2 2023, an estimated $161K.
  • Newbridge Financial Services Group first reported a position in Sumo Logic, Inc. Common Stock in Q3 2020 and held it in 11 quarters.
  • Newbridge Financial Services Group's Sumo Logic, Inc. Common Stock position peaked at $288K in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.