Wintrust Investments’s Samsara IOT Stock Holding History

Wintrust Investments’s Portfolio IOT Stock Details IOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,291	Closed	-$62K	–	472
2024 Q3	$62K	Buy	+1,291	New	+$52.3K	0.05%	285

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wintrust Investments's IOT Position: Q4 2024 in Review

Wintrust Investments sold out of Samsara (IOT) in Q4 2024, closing a stake of 1,291 shares — an estimated $62K sold.

Wintrust Investments first reported a position in IOT in Q3 2024 and held it in 1 quarter. The position peaked at $62K in Q3 2024. 434 funds tracked by Wall St. Rank hold IOT as of Q4 2024.

Wintrust Investments reported no remaining Samsara position as of Q4 2024 after selling out during the quarter.
Wintrust Investments sold 1,291 Samsara shares in Q4 2024, an estimated $62K.
Wintrust Investments first reported a position in Samsara in Q3 2024 and held it in 1 quarter.
Wintrust Investments's Samsara position peaked at $62K in Q3 2024.
434 funds tracked by Wall St. Rank held Samsara as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.