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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
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Sarasin & Partners's FIVN Position: Q1 2022 in Review

Sarasin & Partners sold out of FIVE9 (FIVN) in Q1 2022, closing a stake of 12,210 shares — an estimated $1.68M sold.

Sarasin & Partners first reported a position in FIVN in Q3 2019 and held it in 10 quarters. The position peaked at $4.57M in Q1 2020. 348 funds tracked by Wall St. Rank hold FIVN as of Q1 2022.

  • Sarasin & Partners reported no remaining FIVE9 position as of Q1 2022 after selling out during the quarter.
  • Sarasin & Partners sold 12,210 FIVE9 shares in Q1 2022, an estimated $1.68M.
  • Sarasin & Partners first reported a position in FIVE9 in Q3 2019 and held it in 10 quarters.
  • Sarasin & Partners's FIVE9 position peaked at $4.57M in Q1 2020.
  • 348 funds tracked by Wall St. Rank held FIVE9 as of Q1 2022.

Based on Sarasin & Partners's 13F filing for Q1 2022, filed 11 Apr 2022.