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Caldera Capital’s Genpact G Stock Holding History

Caldera Capital’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
2020
Q1 		$873K Sell
29,895
-65,256
-69% -$2.55M 4.79% 8
2019
Q4 		$4.01M Buy
+95,151
New +$3.8M 2.48% 9
2017
Q4 		– Sell
-26,200
Closed -$753K – 21
2017
Q3 		$753K Buy
+26,200
New +$746K 0.62% 16

Other funds holding G

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Caldera Capital's G Position: Q1 2020 in Review

Caldera Capital reduced its Genpact (G) stake by 69% in Q1 2020, selling an estimated $2.55M and leaving 29,895 shares worth $873K. The position accounts for 4.79% of the portfolio, ranked #8.

Caldera Capital first reported a position in G in Q3 2017 and has held it in 3 quarters since. The position peaked at $4.01M in Q4 2019. 297 funds tracked by Wall St. Rank hold G as of Q1 2020.

  • Caldera Capital held 29,895 shares of Genpact worth $873K as of Q1 2020.
  • Caldera Capital sold 65,256 Genpact shares in Q1 2020, an estimated $2.55M.
  • Genpact made up 4.79% of Caldera Capital's portfolio in Q1 2020, its #8 holding.
  • Caldera Capital first reported a position in Genpact in Q3 2017 and has held it in 3 quarters since.
  • Caldera Capital's Genpact position peaked at $4.01M in Q4 2019.
  • 297 funds tracked by Wall St. Rank held Genpact as of Q1 2020.

Based on Caldera Capital's 13F filing for Q1 2020, filed 14 May 2020.