Aspiriant LLC’s Gen Digital GEN Stock Holding History

Aspiriant LLC’s Portfolio GEN Stock Details GEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-9,704	Closed	-$252K	–	284
2021 Q4	$252K	Buy	+9,704	New	+$246K	0.01%	243

Other funds holding GEN

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aspiriant LLC's GEN Position: Q1 2022 in Review

Aspiriant LLC sold out of Gen Digital (GEN) in Q1 2022, closing a stake of 9,704 shares — an estimated $252K sold.

Aspiriant LLC first reported a position in GEN in Q4 2021 and held it in 1 quarter. The position peaked at $252K in Q4 2021. 591 funds tracked by Wall St. Rank hold GEN as of Q1 2022.

Aspiriant LLC reported no remaining Gen Digital position as of Q1 2022 after selling out during the quarter.
Aspiriant LLC sold 9,704 Gen Digital shares in Q1 2022, an estimated $252K.
Aspiriant LLC first reported a position in Gen Digital in Q4 2021 and held it in 1 quarter.
Aspiriant LLC's Gen Digital position peaked at $252K in Q4 2021.
591 funds tracked by Wall St. Rank held Gen Digital as of Q1 2022.

Based on Aspiriant LLC's 13F filing for Q1 2022, filed 6 May 2022.