DDD Partners’s SoFi Technologies SOFI Stock Holding History

DDD Partners’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
2022 Q4	–	Sell	-22,155	Closed	-$108K	–	86
2022 Q3	$108K	Buy	22,155 +155	+0.7%	+$981	0.02%	80
2022 Q2	$116K	Buy	+22,000	New	+$149K	0.02%	80

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

DDD Partners's SOFI Position: Q4 2022 in Review

DDD Partners sold out of SoFi Technologies (SOFI) in Q4 2022, closing a stake of 22,155 shares — an estimated $108K sold.

DDD Partners first reported a position in SOFI in Q2 2022 and held it in 2 quarters. The position peaked at $116K in Q2 2022. 512 funds tracked by Wall St. Rank hold SOFI as of Q4 2022.

DDD Partners reported no remaining SoFi Technologies position as of Q4 2022 after selling out during the quarter.
DDD Partners sold 22,155 SoFi Technologies shares in Q4 2022, an estimated $108K.
DDD Partners first reported a position in SoFi Technologies in Q2 2022 and held it in 2 quarters.
DDD Partners's SoFi Technologies position peaked at $116K in Q2 2022.
512 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2022.

Based on DDD Partners's 13F filing for Q4 2022, filed 14 Feb 2023.