STA
SUMO

Summit Trail Advisors’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Summit Trail Advisors’s Portfolio SUMO Stock Details SUMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-19,507
Closed -$228K – 421
2022
Q1 		$228K Buy
19,507
+4,004
+26% +$46.4K 0.02% 286
2021
Q4 		$210K Buy
15,503
+540
+4% +$8.39K 0.01% 270
2021
Q3 		$241K Buy
+14,963
New +$297K 0.02% 228

Other funds holding SUMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
GX
Greylock XIII Menlo Park, California $27.6M AUM 53.47% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Summit Trail Advisors's SUMO Position: Q2 2022 in Review

Summit Trail Advisors sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q2 2022, closing a stake of 19,507 shares — an estimated $228K sold.

Summit Trail Advisors first reported a position in SUMO in Q3 2021 and held it in 3 quarters. The position peaked at $241K in Q3 2021. 167 funds tracked by Wall St. Rank hold SUMO as of Q2 2022.

  • Summit Trail Advisors reported no remaining Sumo Logic, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Summit Trail Advisors sold 19,507 Sumo Logic, Inc. Common Stock shares in Q2 2022, an estimated $228K.
  • Summit Trail Advisors first reported a position in Sumo Logic, Inc. Common Stock in Q3 2021 and held it in 3 quarters.
  • Summit Trail Advisors's Sumo Logic, Inc. Common Stock position peaked at $241K in Q3 2021.
  • 167 funds tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q2 2022.

Based on Summit Trail Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.