Occudo Quantitative Strategies’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Occudo Quantitative Strategies’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 Q1	–	Sell	-159,004	Closed	-$1.65M	–	1286
2022 Q4	$1.65M	Buy	159,004 +57,991	+57%	+$608K	0.19%	157
2022 Q3	$1.03M	Sell	101,013 -140,839	-58%	-$1.75M	0.08%	387
2022 Q2	$3.03M	Buy	+241,852	New	+$4.31M	0.25%	99
2022 Q1	–	Sell	-59,887	Closed	-$2.12M	–	1383
2021 Q4	$2.12M	Sell	59,887 -24,905	-29%	-$968K	0.19%	146
2021 Q3	$3.62M	Buy	+84,792	New	+$3.59M	0.43%	20

Other funds holding XM

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Occudo Quantitative Strategies's XM Position: Q1 2023 in Review

Occudo Quantitative Strategies sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q1 2023, closing a stake of 159,004 shares — an estimated $1.65M sold.

Occudo Quantitative Strategies first reported a position in XM in Q3 2021 and held it in 5 quarters. The position peaked at $3.62M in Q3 2021. 197 funds tracked by Wall St. Rank hold XM as of Q1 2023.

Occudo Quantitative Strategies reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Occudo Quantitative Strategies sold 159,004 Qualtrics International Inc. Class A Common Stock shares in Q1 2023, an estimated $1.65M.
Occudo Quantitative Strategies first reported a position in Qualtrics International Inc. Class A Common Stock in Q3 2021 and held it in 5 quarters.
Occudo Quantitative Strategies's Qualtrics International Inc. Class A Common Stock position peaked at $3.62M in Q3 2021.
197 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q1 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2023, filed 15 May 2023.