VHAM
IOT icon

Van Hulzen Asset Management’s Samsara IOT Stock Holding History

Van Hulzen Asset Management’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
-600
Closed -$26.2K – 682
2024
Q4 		$26.2K Buy
+600
New +$29.5K ﹤0.01% 636

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
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
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Van Hulzen Asset Management's IOT Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Samsara (IOT) in Q1 2025, closing a stake of 600 shares — an estimated $26.2K sold.

Van Hulzen Asset Management first reported a position in IOT in Q4 2024 and held it in 1 quarter. The position peaked at $26.2K in Q4 2024. 447 funds tracked by Wall St. Rank hold IOT as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Samsara position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 600 Samsara shares in Q1 2025, an estimated $26.2K.
  • Van Hulzen Asset Management first reported a position in Samsara in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Samsara position peaked at $26.2K in Q4 2024.
  • 447 funds tracked by Wall St. Rank held Samsara as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.