Tidemark’s Samsara IOT Stock Holding History

Tidemark’s Portfolio IOT Stock Details IOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-65	Closed	-$2.84K	–	707
2024 Q4	$2.84K	Hold	65	–	–	﹤0.01%	571
2024 Q3	$3.13K	Buy	+65	New	+$2.63K	﹤0.01%	525

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tidemark's IOT Position: Q1 2025 in Review

Tidemark sold out of Samsara (IOT) in Q1 2025, closing a stake of 65 shares — an estimated $2.84K sold.

Tidemark first reported a position in IOT in Q3 2024 and held it in 2 quarters. The position peaked at $3.13K in Q3 2024. 447 funds tracked by Wall St. Rank hold IOT as of Q1 2025.

Tidemark reported no remaining Samsara position as of Q1 2025 after selling out during the quarter.
Tidemark sold 65 Samsara shares in Q1 2025, an estimated $2.84K.
Tidemark first reported a position in Samsara in Q3 2024 and held it in 2 quarters.
Tidemark's Samsara position peaked at $3.13K in Q3 2024.
447 funds tracked by Wall St. Rank held Samsara as of Q1 2025.

Based on Tidemark's 13F filing for Q1 2025, filed 9 May 2025.