WF
SUMO

Welch & Forbes’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Welch & Forbes’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
2021
Q3 		– Sell
-14,565
Closed -$301K – 395
2021
Q2 		$301K Sell
14,565
-7,281
-33% -$141K 0.01% 349
2021
Q1 		$412K Buy
+21,846
New +$638K 0.01% 304

Other funds holding SUMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GX
Greylock XIII Menlo Park, California $27.6M AUM 53.47% 1-Year Est. Return
SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Welch & Forbes's SUMO Position: Q3 2021 in Review

Welch & Forbes sold out of Sumo Logic, Inc. Common Stock (SUMO) in Q3 2021, closing a stake of 14,565 shares — an estimated $301K sold.

Welch & Forbes first reported a position in SUMO in Q1 2021 and held it in 2 quarters. The position peaked at $412K in Q1 2021. 133 funds tracked by Wall St. Rank hold SUMO as of Q3 2021.

  • Welch & Forbes reported no remaining Sumo Logic, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
  • Welch & Forbes sold 14,565 Sumo Logic, Inc. Common Stock shares in Q3 2021, an estimated $301K.
  • Welch & Forbes first reported a position in Sumo Logic, Inc. Common Stock in Q1 2021 and held it in 2 quarters.
  • Welch & Forbes's Sumo Logic, Inc. Common Stock position peaked at $412K in Q1 2021.
  • 133 funds tracked by Wall St. Rank held Sumo Logic, Inc. Common Stock as of Q3 2021.

Based on Welch & Forbes's 13F filing for Q3 2021, filed 13 Oct 2021.