ER
GEN icon

Enlightenment Research’s Gen Digital GEN Stock Holding History

Enlightenment Research’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
Q3 		– Sell
-8,500
Closed -$231K – 159
2021
Q2 		$231K Buy
+8,500
New +$212K 0.29% 104
2019
Q1 		– Sell
-6,400
Closed -$121K – 317
2018
Q4 		$121K Buy
+6,400
New +$132K 0.15% 144

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Enlightenment Research's GEN Position: Q3 2021 in Review

Enlightenment Research sold out of Gen Digital (GEN) in Q3 2021, closing a stake of 8,500 shares — an estimated $231K sold.

Enlightenment Research first reported a position in GEN in Q4 2018 and held it in 2 quarters. The position peaked at $231K in Q2 2021. 547 funds tracked by Wall St. Rank hold GEN as of Q3 2021.

  • Enlightenment Research reported no remaining Gen Digital position as of Q3 2021 after selling out during the quarter.
  • Enlightenment Research sold 8,500 Gen Digital shares in Q3 2021, an estimated $231K.
  • Enlightenment Research first reported a position in Gen Digital in Q4 2018 and held it in 2 quarters.
  • Enlightenment Research's Gen Digital position peaked at $231K in Q2 2021.
  • 547 funds tracked by Wall St. Rank held Gen Digital as of Q3 2021.

Based on Enlightenment Research's 13F filing for Q3 2021, filed 15 Nov 2021.