White Elm Capital’s Atlassian TEAM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$5.36M	Sell	44,500 -70,462	-61%	-$8.58M	4.54%	12
2019 Q3	$14.4M	Sell	114,962 -18,900	-14%	-$2.57M	3.73%	11
2019 Q2	$17.5M	Buy	133,862 +16,400	+14%	+$1.98M	4.3%	12
2019 Q1	$13.2M	Sell	117,462 -51,836	-31%	-$5.3M	3.48%	16
2018 Q4	$15.1M	Sell	169,298 -10,600	-6%	-$840K	4.19%	12
2018 Q3	$17.3M	Sell	179,898 -72,600	-29%	-$5.75M	4.11%	10
2018 Q2	$15.8M	Sell	252,498 -108,795	-30%	-$6.69M	3.77%	12
2018 Q1	$19.5M	Sell	361,293 -58,064	-14%	-$3.16M	4.27%	9
2017 Q4	$19.1M	Sell	419,357 -287,076	-41%	-$13.4M	4.03%	13
2017 Q3	$24.8M	Buy	706,433 +30,068	+4%	+$1.07M	4.91%	3
2017 Q2	$23.8M	Sell	676,365 -40,300	-6%	-$1.39M	4.52%	11
2017 Q1	$21.5M	Sell	716,665 -112,800	-14%	-$3.19M	4%	12
2016 Q4	$20M	Buy	829,465 +49,000	+6%	+$1.32M	3.08%	16
2016 Q3	$23.4M	Buy	+780,465	New	+$22.8M	2.96%	16

Other funds holding TEAM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

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

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

White Elm Capital reduced its Atlassian (TEAM) stake by 61% in Q4 2019, selling an estimated $8.58M and leaving 44,500 shares worth $5.36M. The position accounts for 4.54% of the portfolio, ranked #12.

White Elm Capital first reported a position in TEAM in Q3 2016 and has held it in 14 quarters since. The position peaked at $24.8M in Q3 2017. 401 funds tracked by Wall St. Rank hold TEAM as of Q4 2019.

White Elm Capital held 44,500 shares of Atlassian worth $5.36M as of Q4 2019.
White Elm Capital sold 70,462 Atlassian shares in Q4 2019, an estimated $8.58M.
Atlassian made up 4.54% of White Elm Capital's portfolio in Q4 2019, its #12 holding.
White Elm Capital first reported a position in Atlassian in Q3 2016 and has held it in 14 quarters since.
White Elm Capital's Atlassian position peaked at $24.8M in Q3 2017.
401 funds tracked by Wall St. Rank held Atlassian as of Q4 2019.

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