UBS O'Connor’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

UBS O'Connor’s Portfolio XM Stock Details XM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,541,707	Closed	-$45.3M	–	688
2023 Q1	$45.3M	Buy	+2,541,707	New	+$38.8M	1.07%	17
2021 Q2	–	Sell	-30,000	Closed	-$987K	–	990
2021 Q1	$987K	Buy	+30,000	New	+$1.22M	0.01%	556

Other funds holding XM

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

UBS O'Connor's XM Position: Q2 2023 in Review

UBS O'Connor sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 2,541,707 shares — an estimated $45.3M sold.

UBS O'Connor first reported a position in XM in Q1 2021 and held it in 2 quarters. The position peaked at $45.3M in Q1 2023. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

UBS O'Connor reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
UBS O'Connor sold 2,541,707 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $45.3M.
UBS O'Connor first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 2 quarters.
UBS O'Connor's Qualtrics International Inc. Class A Common Stock position peaked at $45.3M in Q1 2023.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on UBS O'Connor's 13F filing for Q2 2023, filed 14 Aug 2023.