Summit Rock Advisors’s Okta OKTA Stock Holding History

Summit Rock Advisors’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
2018 Q2	–	Sell	-36,028	Closed	-$1.44M	–	6
2018 Q1	$1.44M	Buy	+36,028	New	+$1.2M	0.68%	6

Other funds holding OKTA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Rock Advisors's OKTA Position: Q2 2018 in Review

Summit Rock Advisors sold out of Okta (OKTA) in Q2 2018, closing a stake of 36,028 shares — an estimated $1.44M sold.

Summit Rock Advisors first reported a position in OKTA in Q1 2018 and held it in 1 quarter. The position peaked at $1.44M in Q1 2018. 272 funds tracked by Wall St. Rank hold OKTA as of Q2 2018.

Summit Rock Advisors reported no remaining Okta position as of Q2 2018 after selling out during the quarter.
Summit Rock Advisors sold 36,028 Okta shares in Q2 2018, an estimated $1.44M.
Summit Rock Advisors first reported a position in Okta in Q1 2018 and held it in 1 quarter.
Summit Rock Advisors's Okta position peaked at $1.44M in Q1 2018.
272 funds tracked by Wall St. Rank held Okta as of Q2 2018.

Based on Summit Rock Advisors's 13F filing for Q2 2018, filed 30 Jul 2018.