Picton Mahoney Asset Management’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

Picton Mahoney Asset Management’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	-750,000	Closed	-$13.4M	–	540
2023 Q1	$13.4M	Buy	+750,000	New	+$11.5M	0.59%	41
2022 Q3	–	Sell	-134,770	Closed	-$1.69M	–	856
2022 Q2	$1.69M	Sell	134,770 -26,780	-17%	-$477K	0.06%	447
2022 Q1	$4.61M	Sell	161,550 -138,520	-46%	-$4M	0.16%	160
2021 Q4	$10.6M	Buy	+300,070	New	+$11.7M	0.26%	62

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 $9.54B AUM 19.86% 1-Year Est. Return

KLWA

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

Picton Mahoney Asset Management's XM Position: Q2 2023 in Review

Picton Mahoney Asset Management sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 750,000 shares — an estimated $13.4M sold.

Picton Mahoney Asset Management first reported a position in XM in Q4 2021 and held it in 4 quarters. The position peaked at $13.4M in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

Picton Mahoney Asset Management reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Picton Mahoney Asset Management sold 750,000 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $13.4M.
Picton Mahoney Asset Management first reported a position in Qualtrics International Inc. Class A Common Stock in Q4 2021 and held it in 4 quarters.
Picton Mahoney Asset Management's Qualtrics International Inc. Class A Common Stock position peaked at $13.4M in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2023, filed 3 Aug 2023.