Rockefeller Capital Management
SUMO

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

Rockefeller 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
-1,983
Closed -$16K – 4176
2022
Q4 		$16K Buy
+1,983
New +$15.1K ﹤0.01% 2891
2022
Q1 		– Sell
-1,075
Closed -$14K – 4147
2021
Q4 		$14K Buy
+1,075
New +$16.7K ﹤0.01% 2823
2021
Q3 		– Sell
-37
Closed – – 3910
2021
Q2 		$0 Buy
+37
New +$715 ﹤0.01% 3660

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

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

Rockefeller Capital Management sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q1 2023, closing a stake of 1,983 shares — an estimated $16K sold.

Rockefeller Capital Management first reported a position in SUMO in Q2 2021 and held it in 3 quarters. The position peaked at $16K in Q4 2022. 176 funds tracked by Wall St. Rank hold SUMO as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Sumo Logic, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 1,983 Sumo Logic, Inc. Common Stock shares in Q1 2023, an estimated $16K.
  • Rockefeller Capital Management first reported a position in Sumo Logic, Inc. Common Stock in Q2 2021 and held it in 3 quarters.
  • Rockefeller Capital Management's Sumo Logic, Inc. Common Stock position peaked at $16K in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.