BerganKDV Wealth Management’s Genpact G Stock Holding History

BerganKDV Wealth Management’s Portfolio G Stock Details G Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-183	Closed	-$8K	–	1003
2022 Q2	$8K	Hold	183	–	–	﹤0.01%	624
2022 Q1	$8K	Hold	183	–	–	﹤0.01%	641
2021 Q4	$10K	Hold	183	–	–	﹤0.01%	657
2021 Q3	$9K	Hold	183	–	–	﹤0.01%	649
2021 Q2	$8K	Hold	183	–	–	﹤0.01%	640
2021 Q1	$8K	Hold	183	–	–	﹤0.01%	607
2020 Q4	$8K	Buy	+183	New	+$7.23K	﹤0.01%	597

Other funds holding G

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NIEF

Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BerganKDV Wealth Management's G Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of Genpact (G) in Q3 2022, closing a stake of 183 shares — an estimated $8K sold.

BerganKDV Wealth Management first reported a position in G in Q4 2020 and held it in 7 quarters. The position peaked at $10K in Q4 2021. 335 funds tracked by Wall St. Rank hold G as of Q3 2022.

BerganKDV Wealth Management reported no remaining Genpact position as of Q3 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 183 Genpact shares in Q3 2022, an estimated $8K.
BerganKDV Wealth Management first reported a position in Genpact in Q4 2020 and held it in 7 quarters.
BerganKDV Wealth Management's Genpact position peaked at $10K in Q4 2021.
335 funds tracked by Wall St. Rank held Genpact as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.