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User

Greg Alexander

Conifer Management

Greg Alexander SAILPOINT TECHNOLOGIES HOLDI stake

total: 30

Conifer Management SAIL-OLD trades

Total transactions:
4
New positions:
1
Sold out:
1
Reduced:
2
Held since:
2019 Q4
Held for:
4 quarters
Latest activity:
2020 Q4
According to 2026 Q2 report, Greg Alexander doesn't hold any SAILPOINT TECHNOLOGIES HOLDI (SAIL-OLD) shares. To date, the estimated cost basis is nearly $23.6 for "buy" trades and estimated average "sell" price is $36.16. Conifer Management first purchased SAIL-OLD in 2019 Q4, initially acquiring about 4.00M shares. Since the initial investment in SAILPOINT TECHNOLOGIES HOLDI (SAIL-OLD), Conifer Management has made 3 more transactions.

When did Greg Alexander sell SAILPOINT TECHNOLOGIES HOLDI (SAIL-OLD)?

Greg Alexander sold off the entire SAILPOINT TECHNOLOGIES HOLDI (SAIL-OLD) position in 2020 Q4.

When did Greg Alexander buy SAILPOINT TECHNOLOGIES HOLDI (SAIL-OLD)?

Greg Alexander first invested in SAILPOINT TECHNOLOGIES HOLDI (SAIL-OLD) in 2019 Q4 at the reported quarter-end price of $23.60 per share.

What's the cost basis of Conifer Management's SAIL-OLD stake?

The estimated cost basis for SAILPOINT TECHNOLOGIES HOLDI (SAIL-OLD) stake is around $23.60 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$23.60
Weighted AVG sell price:
$36.16

Greg Alexander's historical trades in SAILPOINT TECHNOLOGIES HOLDI

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2020 Q4
0.00%
$39.57
-100% (-780,000)
2020 Q3
2.16%
$39.57
-73.65% (-2,180,000)
2020 Q2
5.41%
$26.47
-26.00% (-1,040,000)
2019 Q4
4.52%
$23.60
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.