Sarasin & Partners’s FIVE9 FIVN Stock Holding History

Sarasin & Partners’s Portfolio FIVN Stock Details FIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12,210	Closed	-$1.64M	–	86
2023 Q1	$1.64M	Buy	+12,210	New	+$873K	0.01%	95
2022 Q1	–	Sell	-12,210	Closed	-$1.68M	–	92
2021 Q4	$1.68M	Sell	12,210 -7,416	-38%	-$1.1M	0.02%	90
2021 Q3	$3.13M	Hold	19,626	–	–	0.03%	94
2021 Q2	$3.6M	Buy	19,626 +2,647	+16%	+$456K	0.04%	93
2021 Q1	$2.65M	Buy	16,979 +4,543	+37%	+$776K	0.03%	90
2020 Q4	$2.17M	Hold	12,436	–	–	0.03%	100
2020 Q3	$1.61M	Sell	12,436 -23,895	-66%	-$2.87M	0.02%	104
2020 Q2	$4.02M	Sell	36,331 -23,479	-39%	-$2.29M	0.06%	93
2020 Q1	$4.57M	Buy	59,810 +3,781	+7%	+$270K	0.09%	82
2019 Q4	$3.67M	Hold	56,029	–	–	0.06%	101
2019 Q3	$3.01M	Buy	+56,029	New	+$3.15M	0.05%	106

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sarasin & Partners's FIVN Position: Q2 2023 in Review

Sarasin & Partners sold out of FIVE9 (FIVN) in Q2 2023, closing a stake of 12,210 shares — an estimated $1.64M sold.

Sarasin & Partners first reported a position in FIVN in Q3 2019 and held it in 11 quarters. The position peaked at $4.57M in Q1 2020. 335 funds tracked by Wall St. Rank hold FIVN as of Q2 2023.

Sarasin & Partners reported no remaining FIVE9 position as of Q2 2023 after selling out during the quarter.
Sarasin & Partners sold 12,210 FIVE9 shares in Q2 2023, an estimated $1.64M.
Sarasin & Partners first reported a position in FIVE9 in Q3 2019 and held it in 11 quarters.
Sarasin & Partners's FIVE9 position peaked at $4.57M in Q1 2020.
335 funds tracked by Wall St. Rank held FIVE9 as of Q2 2023.

Based on Sarasin & Partners's 13F filing for Q2 2023, filed 11 Jul 2023.