Waldron Private Wealth’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Waldron Private Wealth’s Portfolio SUMO Stock Details SUMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,318	Closed	-$136K	–	432
2023 Q1	$136K	Hold	11,318	–	–	0.01%	400
2022 Q4	$84K	Hold	11,318	–	–	0.01%	359
2022 Q3	$84K	Hold	11,318	–	–	0.01%	362
2022 Q2	$84K	Hold	11,318	–	–	﹤0.01%	371
2022 Q1	$132K	Hold	11,318	–	–	0.01%	389
2021 Q4	$153K	Buy	+11,318	New	+$176K	0.01%	366

Other funds holding SUMO

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Waldron Private Wealth's SUMO Position: Q2 2023 in Review

Waldron Private Wealth sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q2 2023, closing a stake of 11,318 shares — an estimated $136K sold.

Waldron Private Wealth first reported a position in SUMO in Q4 2021 and held it in 6 quarters. The position peaked at $153K in Q4 2021. 1 fund tracked by Wall St. Rank holds SUMO as of Q2 2023.

Waldron Private Wealth reported no remaining Sumo Logic, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Waldron Private Wealth sold 11,318 Sumo Logic, Inc. Common Stock shares in Q2 2023, an estimated $136K.
Waldron Private Wealth first reported a position in Sumo Logic, Inc. Common Stock in Q4 2021 and held it in 6 quarters.
Waldron Private Wealth's Sumo Logic, Inc. Common Stock position peaked at $153K in Q4 2021.
1 fund tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q2 2023.

Based on Waldron Private Wealth's 13F filing for Q2 2023, filed 7 Aug 2023.