SCHF (GPE)’s Okta OKTA Stock Holding History

SCHF (GPE)’s Portfolio OKTA Stock Details OKTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-25,615	Closed	-$656K	–	6
2017 Q4	$656K	Buy	+25,615	New	+$716K	0.62%	6

Other funds holding OKTA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCHF (GPE)'s OKTA Position: Q1 2018 in Review

SCHF (GPE) sold out of Okta (OKTA) in Q1 2018, closing a stake of 25,615 shares — an estimated $656K sold.

SCHF (GPE) first reported a position in OKTA in Q4 2017 and held it in 1 quarter. The position peaked at $656K in Q4 2017. 228 funds tracked by Wall St. Rank hold OKTA as of Q1 2018.

SCHF (GPE) reported no remaining Okta position as of Q1 2018 after selling out during the quarter.
SCHF (GPE) sold 25,615 Okta shares in Q1 2018, an estimated $656K.
SCHF (GPE) first reported a position in Okta in Q4 2017 and held it in 1 quarter.
SCHF (GPE)'s Okta position peaked at $656K in Q4 2017.
228 funds tracked by Wall St. Rank held Okta as of Q1 2018.

Based on SCHF (GPE)'s 13F filing for Q1 2018, filed 4 May 2018.