PCM
SUMO

Penn Capital Management’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Penn Capital Management’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
Q1 		– Sell
-142,657
Closed -$1.16M – 205
2022
Q4 		$1.16M Buy
+142,657
New +$1.09M 0.12% 138
2022
Q2 		– Sell
-188,166
Closed -$2.24M – 223
2022
Q1 		$2.24M Buy
+188,166
New +$2.18M 0.23% 118

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
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Penn Capital Management's SUMO Position: Q1 2023 in Review

Penn Capital Management sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q1 2023, closing a stake of 142,657 shares — an estimated $1.16M sold.

Penn Capital Management first reported a position in SUMO in Q1 2022 and held it in 2 quarters. The position peaked at $2.24M in Q1 2022. 176 funds tracked by Wall St. Rank hold SUMO as of Q1 2023.

  • Penn Capital Management reported no remaining Sumo Logic, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Penn Capital Management sold 142,657 Sumo Logic, Inc. Common Stock shares in Q1 2023, an estimated $1.16M.
  • Penn Capital Management first reported a position in Sumo Logic, Inc. Common Stock in Q1 2022 and held it in 2 quarters.
  • Penn Capital Management's Sumo Logic, Inc. Common Stock position peaked at $2.24M in Q1 2022.
  • 176 funds tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q1 2023.

Based on Penn Capital Management's 13F filing for Q1 2023, filed 12 May 2023.