Kiwi Wealth Investments Limited Partnership’s Gen Digital GEN Stock Holding History

Kiwi Wealth Investments Limited Partnership’s Portfolio GEN Stock Details GEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-76,704	Closed	-$2.03M	–	216
2022 Q1	$2.03M	Hold	76,704	–	–	0.11%	169
2021 Q4	$1.99M	Sell	76,704 -2,197	-3%	-$55.6K	0.09%	174
2021 Q3	$2M	Sell	78,901 -84,816	-52%	-$2.21M	0.1%	179
2021 Q2	$4.46M	Buy	+163,717	New	+$4.08M	0.23%	115
2021 Q1	–	Sell	-113,326	Closed	-$2.35M	–	246
2020 Q4	$2.35M	Sell	113,326 -28,374	-20%	-$573K	0.14%	171
2020 Q3	$2.95M	Hold	141,700	–	–	0.21%	139
2020 Q2	$2.81M	Buy	+141,700	New	+$2.88M	0.23%	119

Other funds holding GEN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's GEN Position: Q2 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Gen Digital (GEN) in Q2 2022, closing a stake of 76,704 shares — an estimated $2.03M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in GEN in Q2 2020 and held it in 7 quarters. The position peaked at $4.46M in Q2 2021. 579 funds tracked by Wall St. Rank hold GEN as of Q2 2022.

Kiwi Wealth Investments Limited Partnership reported no remaining Gen Digital position as of Q2 2022 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 76,704 Gen Digital shares in Q2 2022, an estimated $2.03M.
Kiwi Wealth Investments Limited Partnership first reported a position in Gen Digital in Q2 2020 and held it in 7 quarters.
Kiwi Wealth Investments Limited Partnership's Gen Digital position peaked at $4.46M in Q2 2021.
579 funds tracked by Wall St. Rank held Gen Digital as of Q2 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q2 2022, filed 12 Aug 2022.