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Atom Investors’s Gen Digital GEN Stock Holding History

Atom Investors’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
2023
Q3 		– Sell
-11,549
Closed -$214K – 461
2023
Q2 		$214K Sell
11,549
-10,311
-47% -$180K 0.08% 239
2023
Q1 		$375K Buy
+21,860
New +$439K 0.2% 125
2020
Q4 		– Sell
-274,640
Closed -$5.72M – 447
2020
Q3 		$5.72M Buy
274,640
+65,620
+31% +$1.42M 0.55% 37
2020
Q2 		$4.14M Buy
+209,020
New +$4.26M 0.27% 69
2019
Q2 		– Sell
-33,810
Closed -$777K – 489
2019
Q1 		$777K Buy
+33,810
New +$736K 0.07% 207

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atom Investors's GEN Position: Q3 2023 in Review

Atom Investors sold out of Gen Digital (GEN) in Q3 2023, closing a stake of 11,549 shares — an estimated $214K sold.

Atom Investors first reported a position in GEN in Q1 2019 and held it in 5 quarters. The position peaked at $5.72M in Q3 2020. 533 funds tracked by Wall St. Rank hold GEN as of Q3 2023.

  • Atom Investors reported no remaining Gen Digital position as of Q3 2023 after selling out during the quarter.
  • Atom Investors sold 11,549 Gen Digital shares in Q3 2023, an estimated $214K.
  • Atom Investors first reported a position in Gen Digital in Q1 2019 and held it in 5 quarters.
  • Atom Investors's Gen Digital position peaked at $5.72M in Q3 2020.
  • 533 funds tracked by Wall St. Rank held Gen Digital as of Q3 2023.

Based on Atom Investors's 13F filing for Q3 2023, filed 14 Nov 2023.