Sycomore Asset Management’s E2open Parent Holdings ETWO Stock Holding History

Sycomore Asset Management’s Portfolio ETWO Stock Details ETWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-487,500	Closed	-$2.75M	–	97
2022 Q4	$2.75M	Sell	487,500 -208,100	-30%	-$1.19M	0.76%	41
2022 Q3	$4.33M	Sell	695,600 -1,765,000	-72%	-$12.4M	1.22%	23
2022 Q2	$20.4M	Sell	2,460,600 -365,000	-13%	-$2.93M	4.79%	4
2022 Q1	$26.6M	Sell	2,825,600 -392,534	-12%	-$3.57M	4.64%	4
2021 Q4	$36.4M	Sell	3,218,134 -220,966	-6%	-$2.6M	5.61%	3
2021 Q3	$40.2M	Buy	3,439,100 +351,500	+11%	+$3.95M	5.9%	2
2021 Q2	$36.4M	Buy	3,087,600 +1,786,715	+137%	+$20.6M	5.05%	2
2021 Q1	$13M	Buy	1,300,885 +338,300	+35%	+$3.46M	2.51%	10
2020 Q4	$10.4M	Buy	+962,585	New	+$9.96M	2.18%	15

Other funds holding ETWO

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Sycomore Asset Management's ETWO Position: Q1 2023 in Review

Sycomore Asset Management sold out of E2open Parent Holdings (ETWO) in Q1 2023, closing a stake of 487,500 shares — an estimated $2.75M sold.

Sycomore Asset Management first reported a position in ETWO in Q4 2020 and held it in 9 quarters. The position peaked at $40.2M in Q3 2021. 133 funds tracked by Wall St. Rank hold ETWO as of Q1 2023.

Sycomore Asset Management reported no remaining E2open Parent Holdings position as of Q1 2023 after selling out during the quarter.
Sycomore Asset Management sold 487,500 E2open Parent Holdings shares in Q1 2023, an estimated $2.75M.
Sycomore Asset Management first reported a position in E2open Parent Holdings in Q4 2020 and held it in 9 quarters.
Sycomore Asset Management's E2open Parent Holdings position peaked at $40.2M in Q3 2021.
133 funds tracked by Wall St. Rank held E2open Parent Holdings as of Q1 2023.

Based on Sycomore Asset Management's 13F filing for Q1 2023, filed 7 Apr 2023.