S&CO Inc’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

S&CO Inc’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	-74,788	Closed	-$895K	–	186
2023 Q1	$895K	Hold	74,788	–	–	0.08%	120
2022 Q4	$605K	Hold	74,788	–	–	0.05%	128
2022 Q3	$560K	Hold	74,788	–	–	0.05%	130
2022 Q2	$560K	Hold	74,788	–	–	0.05%	137
2022 Q1	$872K	Hold	74,788	–	–	0.06%	128
2021 Q4	$1.01M	Buy	74,788 +19,027	+34%	+$296K	0.07%	124
2021 Q3	$898K	Buy	55,761 +18,628	+50%	+$370K	0.07%	128
2021 Q2	$766K	Buy	37,133 +18,695	+101%	+$361K	0.06%	139
2021 Q1	$347K	Buy	+18,438	New	+$538K	0.03%	160

Other funds holding SUMO

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

S&CO Inc's SUMO Position: Q2 2023 in Review

S&CO Inc sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q2 2023, closing a stake of 74,788 shares — an estimated $895K sold.

S&CO Inc first reported a position in SUMO in Q1 2021 and held it in 9 quarters. The position peaked at $1.01M in Q4 2021. 1 fund tracked by Wall St. Rank holds SUMO as of Q2 2023.

S&CO Inc reported no remaining Sumo Logic, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
S&CO Inc sold 74,788 Sumo Logic, Inc. Common Stock shares in Q2 2023, an estimated $895K.
S&CO Inc first reported a position in Sumo Logic, Inc. Common Stock in Q1 2021 and held it in 9 quarters.
S&CO Inc's Sumo Logic, Inc. Common Stock position peaked at $1.01M in Q4 2021.
1 fund tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q2 2023.

Based on S&CO Inc's 13F filing for Q2 2023, filed 8 Aug 2023.