Principal Financial Group
SUMO

Principal Financial Group’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Principal Financial Group’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
Q2 		– Sell
-13,099
Closed -$157K – 2551
2023
Q1 		$157K Buy
13,099
+1,602
+14% +$17.5K ﹤0.01% 2226
2022
Q4 		$93.1K Sell
11,497
-3,204
-22% -$24.4K ﹤0.01% 2304
2022
Q3 		$110K Buy
14,701
+4,529
+45% +$36.1K ﹤0.01% 2318
2022
Q2 		$76K Sell
10,172
-5,878
-37% -$51.5K ﹤0.01% 2427
2022
Q1 		$187K Buy
16,050
+1,141
+8% +$13.2K ﹤0.01% 2349
2021
Q4 		$202K Sell
14,909
-3,084
-17% -$47.9K ﹤0.01% 2362
2021
Q3 		$290K Buy
17,993
+4,949
+38% +$98.3K ﹤0.01% 2315
2021
Q2 		$269K Sell
13,044
-29,956
-70% -$579K ﹤0.01% 2396
2021
Q1 		$811K Sell
43,000
-8,400
-16% -$245K ﹤0.01% 2039
2020
Q4 		$1.47M Sell
51,400
-104,653
-67% -$2.47M ﹤0.01% 1861
2020
Q3 		$3.4M Buy
+156,053
New +$3.69M ﹤0.01% 1602

Other funds holding SUMO

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Principal Financial Group's SUMO Position: Q2 2023 in Review

Principal Financial Group sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q2 2023, closing a stake of 13,099 shares — an estimated $157K sold.

Principal Financial Group first reported a position in SUMO in Q3 2020 and held it in 11 quarters. The position peaked at $3.4M in Q3 2020. 1 fund tracked by Wall St. Rank holds SUMO as of Q2 2023.

  • Principal Financial Group reported no remaining Sumo Logic, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Principal Financial Group sold 13,099 Sumo Logic, Inc. Common Stock shares in Q2 2023, an estimated $157K.
  • Principal Financial Group first reported a position in Sumo Logic, Inc. Common Stock in Q3 2020 and held it in 11 quarters.
  • Principal Financial Group's Sumo Logic, Inc. Common Stock position peaked at $3.4M in Q3 2020.
  • 1 fund tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q2 2023.

Based on Principal Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.