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Sumitomo Life Insurance’s Okta OKTA Stock Holding History

Sumitomo Life Insurance’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,968
Closed -$169K – 265
2022
Q3 		$169K Sell
2,968
-145
-5% -$12.5K 0.01% 266
2022
Q2 		$281K Sell
3,113
-4
-0.1% -$432 0.01% 266
2022
Q1 		$471K Sell
3,117
-136
-4% -$24.4K 0.01% 254
2021
Q4 		$729K Sell
3,253
-52
-2% -$12.4K 0.02% 237
2021
Q3 		$784K Sell
3,305
-209
-6% -$51.9K 0.02% 235
2021
Q2 		$860K Sell
3,514
-498
-12% -$120K 0.03% 242
2021
Q1 		$884K Sell
4,012
-165
-4% -$41.5K 0.04% 242
2020
Q4 		$1.06M Buy
+4,177
New +$993K 0.04% 216

Other funds holding OKTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sumitomo Life Insurance's OKTA Position: Q4 2022 in Review

Sumitomo Life Insurance sold out of Okta (OKTA) in Q4 2022, closing a stake of 2,968 shares — an estimated $169K sold.

Sumitomo Life Insurance first reported a position in OKTA in Q4 2020 and held it in 8 quarters. The position peaked at $1.06M in Q4 2020. 581 funds tracked by Wall St. Rank hold OKTA as of Q4 2022.

  • Sumitomo Life Insurance reported no remaining Okta position as of Q4 2022 after selling out during the quarter.
  • Sumitomo Life Insurance sold 2,968 Okta shares in Q4 2022, an estimated $169K.
  • Sumitomo Life Insurance first reported a position in Okta in Q4 2020 and held it in 8 quarters.
  • Sumitomo Life Insurance's Okta position peaked at $1.06M in Q4 2020.
  • 581 funds tracked by Wall St. Rank held Okta as of Q4 2022.

Based on Sumitomo Life Insurance's 13F filing for Q4 2022, filed 18 Jan 2023.