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Trustees of Princeton University’s Okta OKTA Stock Holding History

Trustees of Princeton University’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-232,841
Closed -$11.7M – 6
2018
Q2 		$11.7M Buy
232,841
+182,841
+366% +$8.7M 12.16% 2
2018
Q1 		$1.99M Sell
50,000
-265,000
-84% -$8.84M 2.98% 3
2017
Q4 		$8.07M Buy
+315,000
New +$8.81M 7.42% 3

Other funds holding OKTA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trustees of Princeton University's OKTA Position: Q3 2018 in Review

Trustees of Princeton University sold out of Okta (OKTA) in Q3 2018, closing a stake of 232,841 shares — an estimated $11.7M sold.

Trustees of Princeton University first reported a position in OKTA in Q4 2017 and held it in 3 quarters. The position peaked at $11.7M in Q2 2018. 311 funds tracked by Wall St. Rank hold OKTA as of Q3 2018.

  • Trustees of Princeton University reported no remaining Okta position as of Q3 2018 after selling out during the quarter.
  • Trustees of Princeton University sold 232,841 Okta shares in Q3 2018, an estimated $11.7M.
  • Trustees of Princeton University first reported a position in Okta in Q4 2017 and held it in 3 quarters.
  • Trustees of Princeton University's Okta position peaked at $11.7M in Q2 2018.
  • 311 funds tracked by Wall St. Rank held Okta as of Q3 2018.

Based on Trustees of Princeton University's 13F filing for Q3 2018, filed 14 Nov 2018.