O'Neil Global Advisors’s PagerDuty PD Stock Holding History

O'Neil Global Advisors’s Portfolio PD Stock Details PD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-81,410	Closed	-$2.85M	–	103
2023 Q1	$2.85M	Buy	+81,410	New	+$2.39M	1.47%	20

Other funds holding PD

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

O'Neil Global Advisors's PD Position: Q2 2023 in Review

O'Neil Global Advisors sold out of PagerDuty (PD) in Q2 2023, closing a stake of 81,410 shares — an estimated $2.85M sold.

O'Neil Global Advisors first reported a position in PD in Q1 2023 and held it in 1 quarter. The position peaked at $2.85M in Q1 2023. 234 funds tracked by Wall St. Rank hold PD as of Q2 2023.

O'Neil Global Advisors reported no remaining PagerDuty position as of Q2 2023 after selling out during the quarter.
O'Neil Global Advisors sold 81,410 PagerDuty shares in Q2 2023, an estimated $2.85M.
O'Neil Global Advisors first reported a position in PagerDuty in Q1 2023 and held it in 1 quarter.
O'Neil Global Advisors's PagerDuty position peaked at $2.85M in Q1 2023.
234 funds tracked by Wall St. Rank held PagerDuty as of Q2 2023.

Based on O'Neil Global Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.