Sumitomo Mitsui Trust Group’s Avalara, Inc. AVLR Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio AVLR Stock Details AVLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-224,251	Closed	-$20.6M	–	1241
2022 Q3	$20.6M	Buy	224,251 +1,110	+0.5%	+$99.5K	0.02%	697
2022 Q2	$15.8M	Buy	223,141 +8,946	+4%	+$736K	0.01%	753
2022 Q1	$21.3M	Buy	214,195 +574	+0.3%	+$58.2K	0.01%	719
2021 Q4	$27.6M	Sell	213,621 -14,549	-6%	-$2.27M	0.02%	668
2021 Q3	$39.9M	Sell	228,170 -8,559	-4%	-$1.47M	0.02%	600
2021 Q2	$38.3M	Sell	236,729 -428,709	-64%	-$59.8M	0.02%	618
2021 Q1	$88.8M	Buy	665,438 +73,063	+12%	+$11.3M	0.06%	376
2020 Q4	$97.7M	Buy	592,375 +229,366	+63%	+$36.7M	0.06%	345
2020 Q3	$46.2M	Buy	363,009 +79,724	+28%	+$10.1M	0.03%	508
2020 Q2	$37.7M	Buy	+283,285	New	+$27.8M	0.03%	566

Other funds holding AVLR

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group's AVLR Position: Q4 2022 in Review

Sumitomo Mitsui Trust Group sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 224,251 shares — an estimated $20.6M sold.

Sumitomo Mitsui Trust Group first reported a position in AVLR in Q2 2020 and held it in 10 quarters. The position peaked at $97.7M in Q4 2020. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Sumitomo Mitsui Trust Group reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 224,251 Avalara, Inc. shares in Q4 2022, an estimated $20.6M.
Sumitomo Mitsui Trust Group first reported a position in Avalara, Inc. in Q2 2020 and held it in 10 quarters.
Sumitomo Mitsui Trust Group's Avalara, Inc. position peaked at $97.7M in Q4 2020.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2022, filed 30 Jan 2023.