Enlightenment Research’s SoFi Technologies SOFI Stock Holding History

Enlightenment Research’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	-25,100	Closed	-$122K	–	77
2022 Q3	$122K	Buy	25,100 +6,400	+34%	+$40.5K	0.27%	89
2022 Q2	$99K	Buy	+18,700	New	+$126K	0.21%	88
2022 Q1	–	Sell	-20,300	Closed	-$321K	–	198
2021 Q4	$321K	Buy	20,300 +10,300	+103%	+$189K	0.46%	67
2021 Q3	$159K	Buy	+10,000	New	+$157K	0.19%	127

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

Enlightenment Research's SOFI Position: Q4 2022 in Review

Enlightenment Research sold out of SoFi Technologies (SOFI) in Q4 2022, closing a stake of 25,100 shares — an estimated $122K sold.

Enlightenment Research first reported a position in SOFI in Q3 2021 and held it in 4 quarters. The position peaked at $321K in Q4 2021. 512 funds tracked by Wall St. Rank hold SOFI as of Q4 2022.

Enlightenment Research reported no remaining SoFi Technologies position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 25,100 SoFi Technologies shares in Q4 2022, an estimated $122K.
Enlightenment Research first reported a position in SoFi Technologies in Q3 2021 and held it in 4 quarters.
Enlightenment Research's SoFi Technologies position peaked at $321K in Q4 2021.
512 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.