Summit Trail Advisors’s MeridianLink MLNK Stock Holding History

Summit Trail Advisors’s Portfolio MLNK Stock Details MLNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,000	Closed	-$208K	–	569
2023 Q2	$208K	Buy	+10,000	New	+$179K	0.01%	477
2023 Q1	–	Sell	-10,000	Closed	-$137K	–	419
2022 Q4	$137K	Hold	10,000	–	–	0.01%	381
2022 Q3	$163K	Hold	10,000	–	–	0.01%	338
2022 Q2	$167K	Buy	+10,000	New	+$172K	0.01%	358
2022 Q1	–	Sell	-10,000	Closed	-$216K	–	356
2021 Q4	$216K	Sell	10,000 -6,198	-38%	-$140K	0.01%	266
2021 Q3	$362K	Buy	+16,198	New	+$400K	0.03%	186

Other funds holding MLNK

Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Keenan Capital Burlingame, California $474M AUM 2.41% 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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

GPC

Greenstone Partners & Co Larkspur, California $395M AUM 35.56% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

NIP

Norwood Investment Partners Mill Valley, California $65M AUM 1.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Trail Advisors's MLNK Position: Q3 2023 in Review

Summit Trail Advisors sold out of MeridianLink (MLNK) in Q3 2023, closing a stake of 10,000 shares — an estimated $208K sold.

Summit Trail Advisors first reported a position in MLNK in Q3 2021 and held it in 6 quarters. The position peaked at $362K in Q3 2021. 74 funds tracked by Wall St. Rank hold MLNK as of Q3 2023.

Summit Trail Advisors reported no remaining MeridianLink position as of Q3 2023 after selling out during the quarter.
Summit Trail Advisors sold 10,000 MeridianLink shares in Q3 2023, an estimated $208K.
Summit Trail Advisors first reported a position in MeridianLink in Q3 2021 and held it in 6 quarters.
Summit Trail Advisors's MeridianLink position peaked at $362K in Q3 2021.
74 funds tracked by Wall St. Rank held MeridianLink as of Q3 2023.

Based on Summit Trail Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.