Ground Swell Capital’s Genworth Financial GNW Stock Holding History

Ground Swell Capital’s Portfolio GNW Stock Details GNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-19,231	Closed	-$72K	–	89
2021 Q3	$72K	Sell	19,231 -2,650	-12%	-$9.44K	0.31%	50
2021 Q2	$85K	Buy	+21,881	New	+$87.3K	0.4%	61
2014 Q3	$11K	Buy	837 +283	+51%	+$4.09K	0.02%	864
2014 Q2	$10K	Buy	+554	New	+$9.69K	0.02%	713

Other funds holding GNW

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

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Ground Swell Capital's GNW Position: Q4 2021 in Review

Ground Swell Capital sold out of Genworth Financial (GNW) in Q4 2021, closing a stake of 19,231 shares — an estimated $72K sold.

Ground Swell Capital first reported a position in GNW in Q2 2014 and held it in 4 quarters. The position peaked at $85K in Q2 2021. 276 funds tracked by Wall St. Rank hold GNW as of Q4 2021.

Ground Swell Capital reported no remaining Genworth Financial position as of Q4 2021 after selling out during the quarter.
Ground Swell Capital sold 19,231 Genworth Financial shares in Q4 2021, an estimated $72K.
Ground Swell Capital first reported a position in Genworth Financial in Q2 2014 and held it in 4 quarters.
Ground Swell Capital's Genworth Financial position peaked at $85K in Q2 2021.
276 funds tracked by Wall St. Rank held Genworth Financial as of Q4 2021.

Based on Ground Swell Capital's 13F filing for Q4 2021, filed 9 Feb 2022.