Sierra Ocean’s Samsara IOT Stock Holding History

Sierra Ocean’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
2025 Q3	–	Sell	-66	Closed	-$2.63K	–	482
2025 Q2	$2.63K	Sell	66 -4	-6%	-$165	﹤0.01%	704
2025 Q1	$2.68K	Buy	70 +37	+112%	+$1.72K	﹤0.01%	718
2024 Q4	$1.44K	Buy	+33	New	+$1.62K	﹤0.01%	842

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sierra Ocean's IOT Position: Q3 2025 in Review

Sierra Ocean sold out of Samsara (IOT) in Q3 2025, closing a stake of 66 shares — an estimated $2.63K sold.

Sierra Ocean first reported a position in IOT in Q4 2024 and held it in 3 quarters. The position peaked at $2.68K in Q1 2025. 516 funds tracked by Wall St. Rank hold IOT as of Q3 2025.

Sierra Ocean reported no remaining Samsara position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 66 Samsara shares in Q3 2025, an estimated $2.63K.
Sierra Ocean first reported a position in Samsara in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Samsara position peaked at $2.68K in Q1 2025.
516 funds tracked by Wall St. Rank held Samsara as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.