White Elm Capital’s GoDaddy GDDY Stock Holding History

White Elm Capital’s Portfolio GDDY Stock Details GDDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-165,997	Closed	-$11M	–	27
2019 Q3	$11M	Sell	165,997 -85,876	-34%	-$5.82M	2.83%	20
2019 Q2	$17.7M	Buy	251,873 +15,200	+6%	+$1.15M	4.34%	11
2019 Q1	$17.8M	Sell	236,673 -77,456	-25%	-$5.45M	4.69%	6
2018 Q4	$20.6M	Buy	314,129 +82,258	+35%	+$5.63M	5.74%	3
2018 Q3	$19.3M	Sell	231,871 -9,000	-4%	-$703K	4.6%	7
2018 Q2	$17M	Buy	240,871 +18,400	+8%	+$1.25M	4.06%	10
2018 Q1	$13.7M	Buy	+222,471	New	+$12.6M	3%	20

Other funds holding GDDY

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

White Elm Capital's GDDY Position: Q4 2019 in Review

White Elm Capital sold out of GoDaddy (GDDY) in Q4 2019, closing a stake of 165,997 shares — an estimated $11M sold.

White Elm Capital first reported a position in GDDY in Q1 2018 and held it in 7 quarters. The position peaked at $20.6M in Q4 2018. 377 funds tracked by Wall St. Rank hold GDDY as of Q4 2019.

White Elm Capital reported no remaining GoDaddy position as of Q4 2019 after selling out during the quarter.
White Elm Capital sold 165,997 GoDaddy shares in Q4 2019, an estimated $11M.
White Elm Capital first reported a position in GoDaddy in Q1 2018 and held it in 7 quarters.
White Elm Capital's GoDaddy position peaked at $20.6M in Q4 2018.
377 funds tracked by Wall St. Rank held GoDaddy as of Q4 2019.

Based on White Elm Capital's 13F filing for Q4 2019, filed 14 Feb 2020.