Stifel Financial
IOT icon

Stifel Financial’s Samsara IOT Stock Holding History

Stifel Financial’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
2026
Q1 		$734K Sell
23,148
-386
-2% -$11.8K ﹤0.01% 2639
2025
Q4 		$834K Sell
23,534
-5,706
-20% -$221K ﹤0.01% 2556
2025
Q3 		$1.09M Sell
29,240
-2,575
-8% -$95.6K ﹤0.01% 2346
2025
Q2 		$1.27M Buy
31,815
+5,694
+22% +$235K ﹤0.01% 2170
2025
Q1 		$1M Buy
26,121
+2,189
+9% +$102K ﹤0.01% 2233
2024
Q4 		$1.05M Buy
23,932
+2,613
+12% +$129K ﹤0.01% 2213
2024
Q3 		$1.03M Sell
21,319
-1,893
-8% -$76.7K ﹤0.01% 2211
2024
Q2 		$782K Buy
23,212
+16,197
+231% +$559K ﹤0.01% 2330
2024
Q1 		$265K Buy
+7,015
New +$239K ﹤0.01% 2973
2022
Q1 		– Sell
-30,180
Closed -$848K – 3437
2021
Q4 		$848K Buy
+30,180
New +$786K ﹤0.01% 2241

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return