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Liberty Mutual Group Asset Management’s SoFi Technologies SOFI Stock Holding History

Liberty Mutual Group Asset Management’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
2021
Q4 		– Sell
-29,845
Closed -$474K – 74
2021
Q3 		$474K Sell
29,845
-55,429
-65% -$869K 0.03% 22
2021
Q2 		$1.64M Buy
+85,274
New +$1.58M 0.09% 18

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Mutual Group Asset Management's SOFI Position: Q4 2021 in Review

Liberty Mutual Group Asset Management sold out of SoFi Technologies (SOFI) in Q4 2021, closing a stake of 29,845 shares — an estimated $474K sold.

Liberty Mutual Group Asset Management first reported a position in SOFI in Q2 2021 and held it in 2 quarters. The position peaked at $1.64M in Q2 2021. 445 funds tracked by Wall St. Rank hold SOFI as of Q4 2021.

  • Liberty Mutual Group Asset Management reported no remaining SoFi Technologies position as of Q4 2021 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 29,845 SoFi Technologies shares in Q4 2021, an estimated $474K.
  • Liberty Mutual Group Asset Management first reported a position in SoFi Technologies in Q2 2021 and held it in 2 quarters.
  • Liberty Mutual Group Asset Management's SoFi Technologies position peaked at $1.64M in Q2 2021.
  • 445 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2021.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.