Thames Capital Management’s ServiceNow NOW Stock Holding History

Thames Capital Management’s Portfolio NOW Stock Details NOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,830	Closed	-$969K	–	26
2022 Q3	$969K	Sell	12,830 -139,895	-92%	-$12.6M	0.48%	23
2022 Q2	$14.5M	Buy	+152,725	New	+$14.6M	5.83%	6
2020 Q3	–	Sell	-7,850	Closed	-$636K	–	56
2020 Q2	$636K	Buy	+7,850	New	+$554K	0.25%	43
2018 Q4	–	Sell	-411,300	Closed	-$16.1M	–	34
2018 Q3	$16.1M	Buy	+411,300	New	+$15.6M	4.09%	5
2018 Q2	–	Sell	-115,600	Closed	-$3.83M	–	39
2018 Q1	$3.83M	Sell	115,600 -149,650	-56%	-$4.62M	1.61%	27
2017 Q4	$6.92M	Buy	+265,250	New	+$6.59M	4.35%	9

Other funds holding NOW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Thames Capital Management's NOW Position: Q4 2022 in Review

Thames Capital Management sold out of ServiceNow (NOW) in Q4 2022, closing a stake of 12,830 shares — an estimated $969K sold.

Thames Capital Management first reported a position in NOW in Q4 2017 and held it in 6 quarters. The position peaked at $16.1M in Q3 2018. 1,359 funds tracked by Wall St. Rank hold NOW as of Q4 2022.

Thames Capital Management reported no remaining ServiceNow position as of Q4 2022 after selling out during the quarter.
Thames Capital Management sold 12,830 ServiceNow shares in Q4 2022, an estimated $969K.
Thames Capital Management first reported a position in ServiceNow in Q4 2017 and held it in 6 quarters.
Thames Capital Management's ServiceNow position peaked at $16.1M in Q3 2018.
1,359 funds tracked by Wall St. Rank held ServiceNow as of Q4 2022.

Based on Thames Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.