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Coastal Investment Management’s Gen Digital GEN Stock Holding History

Coastal 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
2020
Q1 		– Sell
-292,650
Closed -$7.47M – 11
2019
Q4 		$7.47M Buy
+292,650
New +$7.15M 5.42% 7

Other funds holding GEN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Coastal Investment Management's GEN Position: Q1 2020 in Review

Coastal Investment Management sold out of Gen Digital (GEN) in Q1 2020, closing a stake of 292,650 shares — an estimated $7.47M sold.

Coastal Investment Management first reported a position in GEN in Q4 2019 and held it in 1 quarter. The position peaked at $7.47M in Q4 2019. 499 funds tracked by Wall St. Rank hold GEN as of Q1 2020.

  • Coastal Investment Management reported no remaining Gen Digital position as of Q1 2020 after selling out during the quarter.
  • Coastal Investment Management sold 292,650 Gen Digital shares in Q1 2020, an estimated $7.47M.
  • Coastal Investment Management first reported a position in Gen Digital in Q4 2019 and held it in 1 quarter.
  • Coastal Investment Management's Gen Digital position peaked at $7.47M in Q4 2019.
  • 499 funds tracked by Wall St. Rank held Gen Digital as of Q1 2020.

Based on Coastal Investment Management's 13F filing for Q1 2020, filed 1 May 2020.