KAH
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Kathryn A. Hall’s SoFi Technologies SOFI Stock Holding History

Kathryn A. Hall’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
2023
Q3 		– Sell
-19,853
Closed -$166K – 52
2023
Q2 		$166K Buy
+19,853
New +$129K 0.05% 50
2022
Q4 		– Sell
-68,944
Closed -$336K – 52
2022
Q3 		$336K Buy
68,944
+25,500
+59% +$161K 0.14% 47
2022
Q2 		$228K Buy
+43,444
New +$294K 0.08% 49

Other funds holding SOFI

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
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kathryn A. Hall's SOFI Position: Q3 2023 in Review

Kathryn A. Hall sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 19,853 shares — an estimated $166K sold.

Kathryn A. Hall first reported a position in SOFI in Q2 2022 and held it in 3 quarters. The position peaked at $336K in Q3 2022. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

  • Kathryn A. Hall reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
  • Kathryn A. Hall sold 19,853 SoFi Technologies shares in Q3 2023, an estimated $166K.
  • Kathryn A. Hall first reported a position in SoFi Technologies in Q2 2022 and held it in 3 quarters.
  • Kathryn A. Hall's SoFi Technologies position peaked at $336K in Q3 2022.
  • 513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on Kathryn A. Hall's 13F filing for Q3 2023, filed 14 Nov 2023.