Nuveen’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Nuveen’s Portfolio XM Stock Details XM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7,278,897	Closed	-$130M	–	3356
2023 Q1	$130M	Buy	7,278,897 +3,304,915	+83%	+$50.5M	0.05%	316
2022 Q4	$41.3M	Sell	3,973,982 -299,990	-7%	-$3.14M	0.02%	613
2022 Q3	$43.5M	Sell	4,273,972 -378,005	-8%	-$4.7M	0.02%	573
2022 Q2	$58.2M	Sell	4,651,977 -348,623	-7%	-$6.21M	0.02%	497
2022 Q1	$143M	Sell	5,000,600 -965,957	-16%	-$27.9M	0.05%	334
2021 Q4	$211M	Buy	5,966,557 +3,084,968	+107%	+$120M	0.06%	264
2021 Q3	$123M	Buy	2,881,589 +1,809,869	+169%	+$76.6M	0.04%	386
2021 Q2	$41M	Sell	1,071,720 -144,581	-12%	-$5.08M	0.01%	857
2021 Q1	$40M	Buy	+1,216,301	New	+$49.4M	0.01%	849

Other funds holding XM

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

Nuveen's XM Position: Q2 2023 in Review

Nuveen sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 7,278,897 shares — an estimated $130M sold.

Nuveen first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $211M in Q4 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Nuveen reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Nuveen sold 7,278,897 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $130M.
Nuveen first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
Nuveen's Qualtrics International Inc. Class A Common Stock position peaked at $211M in Q4 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Nuveen's 13F filing for Q2 2023, filed 14 Aug 2023.