SQA
COUP

Simon Quick Advisors’s Coupa Software Incorporated COUP Stock Holding History

Simon Quick Advisors’s Portfolio COUP Stock Details COUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-100
Closed -$27K – 567
2020
Q3 		$27K Hold
100
– – 0.01% 281
2020
Q2 		$28K Buy
100
+22
+28% +$4.43K 0.01% 272
2020
Q1 		$11K Buy
+78
New +$12.1K ﹤0.01% 314

Other funds holding COUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DVF
Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simon Quick Advisors's COUP Position: Q4 2020 in Review

Simon Quick Advisors sold out of Coupa Software Incorporated (COUP) in Q4 2020, closing a stake of 100 shares — an estimated $27K sold.

Simon Quick Advisors first reported a position in COUP in Q1 2020 and held it in 3 quarters. The position peaked at $28K in Q2 2020. 511 funds tracked by Wall St. Rank hold COUP as of Q4 2020.

  • Simon Quick Advisors reported no remaining Coupa Software Incorporated position as of Q4 2020 after selling out during the quarter.
  • Simon Quick Advisors sold 100 Coupa Software Incorporated shares in Q4 2020, an estimated $27K.
  • Simon Quick Advisors first reported a position in Coupa Software Incorporated in Q1 2020 and held it in 3 quarters.
  • Simon Quick Advisors's Coupa Software Incorporated position peaked at $28K in Q2 2020.
  • 511 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2020.

Based on Simon Quick Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.