Van Hulzen Asset Management’s SailPoint Technologies Holdings, Inc. Common Stock SAIL Stock Holding History

Van Hulzen Asset Management’s Portfolio SAIL Stock Details SAIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-10,323	Closed	-$193K	–	299
2019 Q3	$193K	Sell	10,323 -351	-3%	-$7.45K	0.04%	255
2019 Q2	$214K	Buy	10,674 +2,854	+36%	+$64.7K	0.05%	243
2019 Q1	$225K	Buy	+7,820	New	+$223K	0.06%	210

Other funds holding SAIL

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

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

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Van Hulzen Asset Management's SAIL Position: Q4 2019 in Review

Van Hulzen Asset Management sold out of SailPoint Technologies Holdings, Inc. Common Stock (SAIL) in Q4 2019, closing a stake of 10,323 shares — an estimated $193K sold.

Van Hulzen Asset Management first reported a position in SAIL in Q1 2019 and held it in 3 quarters. The position peaked at $225K in Q1 2019. 185 funds tracked by Wall St. Rank hold SAIL as of Q4 2019.

Van Hulzen Asset Management reported no remaining SailPoint Technologies Holdings, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
Van Hulzen Asset Management sold 10,323 SailPoint Technologies Holdings, Inc. Common Stock shares in Q4 2019, an estimated $193K.
Van Hulzen Asset Management first reported a position in SailPoint Technologies Holdings, Inc. Common Stock in Q1 2019 and held it in 3 quarters.
Van Hulzen Asset Management's SailPoint Technologies Holdings, Inc. Common Stock position peaked at $225K in Q1 2019.
185 funds tracked by Wall St. Rank held SailPoint Technologies Holdings, Inc. Common Stock as of Q4 2019.

Based on Van Hulzen Asset Management's 13F filing for Q4 2019, filed 12 Feb 2020.