IOT β€” SAMSARA INC

Ownership history in Aberdeen Group plc  Β·  4 quarters on record

This page tracks every 13F SEC filing in which Aberdeen Group plc reported a position in SAMSARA INC (IOT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

Aberdeen Group plc Γ— IOT AI Analytics

πŸ“‰ Aberdeen Group plc underperformed the S&P 500 by –54.9% annually on this IOT position. Timing score: 0% (0/3 decisions correct). Average cost basis: $41.71. Maximum drawdown during holding period: –22.6%.

πŸ“ˆ Position Alpha vs SPY
-54.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 54.9% ann.
3 quarters analyzed

⏱️ Timing Score
0%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
0 of 3 add/trim decisions correct

πŸ’° Entry Quality
$41.71
-10.7% vs current ($37.25)

Best entry: $37.25 (2025 Q3)  Β·  Worst: $48.12 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–22.6%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

4 adds Β· 0 trims. Bought during 3 of 3 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    IOT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 12,135 +5,680 +88.0% 0.00% $452K $37.25
2025 Q2 ADDED 6,455 +1,663 +34.7% 0.00% $257K $39.78
2024 Q4 ADDED 4,792 +498 +11.6% 0.00% $210K $43.69
2024 Q3 INITIATED 4,294 β€” β€” 0.00% $207K $48.12
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