SFP
SUMO

Sterling Financial Planning’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Sterling Financial Planning’s Portfolio SUMO Stock Details SUMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,100
Closed -$18K – 422
2021
Q3 		$18K Hold
1,100
– – 0.01% 274
2021
Q2 		$23K Buy
1,100
+200
+22% +$3.86K 0.01% 244
2021
Q1 		$17K Buy
900
+400
+80% +$11.7K 0.01% 243
2020
Q4 		$14K Buy
+500
New +$11.8K 0.01% 239

Other funds holding SUMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
GX
Greylock XIII Menlo Park, California $27.6M AUM 53.47% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return

Sterling Financial Planning's SUMO Position: Q4 2021 in Review

Sterling Financial Planning sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q4 2021, closing a stake of 1,100 shares — an estimated $18K sold.

Sterling Financial Planning first reported a position in SUMO in Q4 2020 and held it in 4 quarters. The position peaked at $23K in Q2 2021. 149 funds tracked by Wall St. Rank hold SUMO as of Q4 2021.

  • Sterling Financial Planning reported no remaining Sumo Logic, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,100 Sumo Logic, Inc. Common Stock shares in Q4 2021, an estimated $18K.
  • Sterling Financial Planning first reported a position in Sumo Logic, Inc. Common Stock in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Sumo Logic, Inc. Common Stock position peaked at $23K in Q2 2021.
  • 149 funds tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.