Sea Otter Advisors’s Samsara IOT Stock Holding History

Sea Otter Advisors’s Portfolio IOT Stock Details IOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-30,000	Closed	-$831K	–	265
2023 Q2	$831K	Buy	+30,000	New	+$665K	0.46%	46

Other funds holding IOT

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AEPLI

AH Equity Partners LSV III Menlo Park, California $262M AUM 59.24% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Sea Otter Advisors's IOT Position: Q3 2023 in Review

Sea Otter Advisors sold out of Samsara (IOT) in Q3 2023, closing a stake of 1,000 shares — an estimated $27.7K sold.

Sea Otter Advisors first reported a position in IOT in Q2 2023 and held it in 1 quarter. The position peaked at $27.7K in Q2 2023. 207 funds tracked by Wall St. Rank hold IOT as of Q3 2023.

Sea Otter Advisors reported no remaining Samsara position as of Q3 2023 after selling out during the quarter.
Sea Otter Advisors sold 1,000 Samsara shares in Q3 2023, an estimated $27.7K.
Sea Otter Advisors first reported a position in Samsara in Q2 2023 and held it in 1 quarter.
Sea Otter Advisors's Samsara position peaked at $27.7K in Q2 2023.
207 funds tracked by Wall St. Rank held Samsara as of Q3 2023.

Based on Sea Otter Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.