Geode Capital Management
SFT

Geode Capital Management’s Shift Technologies, Inc. Class A Common Stock SFT Stock Holding History

Geode Capital Management’s Portfolio SFT Stock Details SFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-126,767
Closed -$203K – 4810
2023
Q3 		$203K Buy
126,767
+58
+0% +$93 ﹤0.01% 3974
2023
Q2 		$275K Hold
126,709
– – ﹤0.01% 3899
2023
Q1 		$142K Sell
126,709
-4
-0% -$8 ﹤0.01% 4200
2022
Q4 		$188K Buy
126,713
+63,769
+101% +$242K ﹤0.01% 4137
2022
Q3 		$440K Buy
62,944
+2,905
+5% +$27.9K ﹤0.01% 3783
2022
Q2 		$404K Sell
60,039
-14,340
-19% -$176K ﹤0.01% 3881
2022
Q1 		$1.64M Sell
74,379
-33,690
-31% -$747K ﹤0.01% 3362
2021
Q4 		$3.69M Sell
108,069
-5,621
-5% -$308K ﹤0.01% 3062
2021
Q3 		$7.89M Buy
113,690
+5,089
+5% +$408K ﹤0.01% 2639
2021
Q2 		$9.32M Buy
108,601
+51,990
+92% +$4.16M ﹤0.01% 2509
2021
Q1 		$4.71M Sell
56,611
-2,532
-4% -$223K ﹤0.01% 2819
2020
Q4 		$4.89M Buy
+59,143
New +$5.48M ﹤0.01% 2618

Other funds holding SFT

SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Geode Capital Management's SFT Position: Q4 2023 in Review

Geode Capital Management sold out of Shift Technologies, Inc. Class A Common Stock (SFT) in Q4 2023, closing a stake of 126,767 shares — an estimated $203K sold.

Geode Capital Management first reported a position in SFT in Q4 2020 and held it in 12 quarters. The position peaked at $9.32M in Q2 2021. 7 funds tracked by Wall St. Rank hold SFT as of Q4 2023.

  • Geode Capital Management reported no remaining Shift Technologies, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Geode Capital Management sold 126,767 Shift Technologies, Inc. Class A Common Stock shares in Q4 2023, an estimated $203K.
  • Geode Capital Management first reported a position in Shift Technologies, Inc. Class A Common Stock in Q4 2020 and held it in 12 quarters.
  • Geode Capital Management's Shift Technologies, Inc. Class A Common Stock position peaked at $9.32M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Shift Technologies, Inc. Class A Common Stock as of Q4 2023.

Based on Geode Capital Management's 13F filing for Q4 2023, filed 13 Feb 2024.