EWM
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Executive Wealth Management’s Genpact G Stock Holding History

Executive Wealth Management’s Portfolio G Stock Details G Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-129
Closed -$5K – 373
2019
Q2 		$5K Hold
129
– – ﹤0.01% 713
2019
Q1 		$5K Hold
129
– – ﹤0.01% 645
2018
Q4 		$3K Buy
+129
New +$3.67K ﹤0.01% 729

Other funds holding G

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Executive Wealth Management's G Position: Q3 2019 in Review

Executive Wealth Management sold out of Genpact (G) in Q3 2019, closing a stake of 129 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in G in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 324 funds tracked by Wall St. Rank hold G as of Q3 2019.

  • Executive Wealth Management reported no remaining Genpact position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 129 Genpact shares in Q3 2019, an estimated $5K.
  • Executive Wealth Management first reported a position in Genpact in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Genpact position peaked at $5K in Q2 2019.
  • 324 funds tracked by Wall St. Rank held Genpact as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.