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Eaton Vance Management’s SoFi Technologies SOFI Stock Holding History

Eaton Vance 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
2022
Q3 		$1.71M Buy
+350,532
New +$2.22M ﹤0.01% 1103
2021
Q4 		– Sell
-1,000
Closed – – 2872
2021
Q3 		$0 Buy
+1,000
New +$15.7K ﹤0.01% 2607

Other funds holding SOFI

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
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

Eaton Vance Management's SOFI Position: Q3 2022 in Review

Eaton Vance Management opened a new position in SoFi Technologies (SOFI) in Q3 2022: 350,532 shares worth $1.71M. The stake represents ﹤0.01% of the portfolio and ranks #1103 among its holdings. This is a return to the name: Eaton Vance Management previously reported a position in SOFI as recently as Q3 2021.

Eaton Vance Management first reported a position in SOFI in Q3 2021 and has held it in 2 quarters since. 492 funds tracked by Wall St. Rank hold SOFI as of Q3 2022.

  • Eaton Vance Management held 350,532 shares of SoFi Technologies worth $1.71M as of Q3 2022.
  • SoFi Technologies was a new Eaton Vance Management position in Q3 2022.
  • SoFi Technologies made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1103 holding.
  • Eaton Vance Management first reported a position in SoFi Technologies in Q3 2021 and has held it in 2 quarters since.
  • 492 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.