Bluefin Capital Management’s SoFi Technologies SOFI Stock Holding History

Bluefin Capital Management’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-361,595	Closed	-$2.19M	–	65
2022 Q4	$1.67M	Buy	361,595 +25,842	+8%	+$128K	0.25%	65
2022 Q3	$1.64M	Buy	335,753 +96,923	+41%	+$613K	0.15%	99
2022 Q2	$1.32M	Sell	238,830 -92,005	-28%	-$622K	0.15%	105
2022 Q1	$3.13M	Sell	330,835 -95,032	-22%	-$1.09M	0.29%	56
2021 Q4	$6.73M	Buy	425,867 +180,948	+74%	+$3.32M	0.47%	41
2021 Q3	$3.89M	Buy	244,919 +95,898	+64%	+$1.5M	0.39%	49
2021 Q2	$2.86M	Buy	149,021 +129,121	+649%	+$2.39M	0.18%	85
2021 Q1	$341K	Buy	+19,900	New	+$393K	0.02%	365

Other funds holding SOFI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bluefin Capital Management's SOFI Position: Q1 2023 in Review

Bluefin Capital Management sold out of SoFi Technologies (SOFI) in Q1 2023, closing a stake of 361,595 shares — an estimated $2.19M sold.

Bluefin Capital Management first reported a position in SOFI in Q1 2021 and held it in 8 quarters. The position peaked at $6.73M in Q4 2021. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

Bluefin Capital Management reported no remaining SoFi Technologies position as of Q1 2023 after selling out during the quarter.
Bluefin Capital Management sold 361,595 SoFi Technologies shares in Q1 2023, an estimated $2.19M.
Bluefin Capital Management first reported a position in SoFi Technologies in Q1 2021 and held it in 8 quarters.
Bluefin Capital Management's SoFi Technologies position peaked at $6.73M in Q4 2021.
531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on Bluefin Capital Management's 13F filing for Q1 2023, filed 15 May 2023.