Sumitomo Mitsui Trust Group
FIVN icon

Sumitomo Mitsui Trust Group’s FIVE9 FIVN Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-266,348
Closed -$41.6M – 1190
2021
Q1 		$41.6M Sell
266,348
-9,264
-3% -$1.58M 0.03% 594
2020
Q4 		$48.1M Buy
275,612
+108,165
+65% +$16.5M 0.03% 548
2020
Q3 		$21.7M Buy
167,447
+152,561
+1,025% +$18.3M 0.01% 673
2020
Q2 		$1.65M Buy
14,886
+6,038
+68% +$588K ﹤0.01% 905
2020
Q1 		$677K Buy
8,848
+4,187
+90% +$298K ﹤0.01% 972
2019
Q4 		$306K Buy
+4,661
New +$285K ﹤0.01% 1056

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Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group's FIVN Position: Q2 2021 in Review

Sumitomo Mitsui Trust Group sold out of FIVE9 (FIVN) in Q2 2021, closing a stake of 266,348 shares — an estimated $41.6M sold.

Sumitomo Mitsui Trust Group first reported a position in FIVN in Q4 2019 and held it in 6 quarters. The position peaked at $48.1M in Q4 2020. 398 funds tracked by Wall St. Rank hold FIVN as of Q2 2021.

  • Sumitomo Mitsui Trust Group reported no remaining FIVE9 position as of Q2 2021 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 266,348 FIVE9 shares in Q2 2021, an estimated $41.6M.
  • Sumitomo Mitsui Trust Group first reported a position in FIVE9 in Q4 2019 and held it in 6 quarters.
  • Sumitomo Mitsui Trust Group's FIVE9 position peaked at $48.1M in Q4 2020.
  • 398 funds tracked by Wall St. Rank held FIVE9 as of Q2 2021.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2021, filed 2 Aug 2021.