CIM
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CIM Investment Management’s Gen Digital GEN Stock Holding History

CIM Investment Management’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
2021
Q2 		– Sell
-33,344
Closed -$709K – 314
2021
Q1 		$709K Sell
33,344
-1,226
-4% -$25.7K 0.22% 84
2020
Q4 		$718K Buy
+34,570
New +$698K 0.23% 81

Other funds holding GEN

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIM Investment Management's GEN Position: Q2 2021 in Review

CIM Investment Management sold out of Gen Digital (GEN) in Q2 2021, closing a stake of 33,344 shares — an estimated $709K sold.

CIM Investment Management first reported a position in GEN in Q4 2020 and held it in 2 quarters. The position peaked at $718K in Q4 2020. 557 funds tracked by Wall St. Rank hold GEN as of Q2 2021.

  • CIM Investment Management reported no remaining Gen Digital position as of Q2 2021 after selling out during the quarter.
  • CIM Investment Management sold 33,344 Gen Digital shares in Q2 2021, an estimated $709K.
  • CIM Investment Management first reported a position in Gen Digital in Q4 2020 and held it in 2 quarters.
  • CIM Investment Management's Gen Digital position peaked at $718K in Q4 2020.
  • 557 funds tracked by Wall St. Rank held Gen Digital as of Q2 2021.

Based on CIM Investment Management's 13F filing for Q2 2021, filed 13 Aug 2021.