OIA
SUMO

Optimum Investment Advisors’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Optimum Investment Advisors’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
2022
Q4 		– Sell
-400
Closed -$3K – 850
2022
Q3 		$3K Hold
400
– – ﹤0.01% 714
2022
Q2 		$3K Hold
400
– – ﹤0.01% 746
2022
Q1 		$5K Hold
400
– – ﹤0.01% 743
2021
Q4 		$5K Hold
400
– – ﹤0.01% 738
2021
Q3 		$6K Hold
400
– – ﹤0.01% 734
2021
Q2 		$8K Hold
400
– – ﹤0.01% 785
2021
Q1 		$8K Hold
400
– – ﹤0.01% 795
2020
Q4 		$11K Buy
+400
New +$9.42K ﹤0.01% 723

Other funds holding SUMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Optimum Investment Advisors's SUMO Position: Q4 2022 in Review

Optimum Investment Advisors sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q4 2022, closing a stake of 400 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in SUMO in Q4 2020 and held it in 8 quarters. The position peaked at $11K in Q4 2020. 176 funds tracked by Wall St. Rank hold SUMO as of Q4 2022.

  • Optimum Investment Advisors reported no remaining Sumo Logic, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 400 Sumo Logic, Inc. Common Stock shares in Q4 2022, an estimated $3K.
  • Optimum Investment Advisors first reported a position in Sumo Logic, Inc. Common Stock in Q4 2020 and held it in 8 quarters.
  • Optimum Investment Advisors's Sumo Logic, Inc. Common Stock position peaked at $11K in Q4 2020.
  • 176 funds tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.