Lion Street Advisors’s Gen Digital GEN Stock Holding History

Lion Street Advisors’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
2020 Q2	–	Sell	-151	Closed	-$3K	–	163
2020 Q1	$3K	Buy	+151	New	+$3.27K	0.02%	313

Other funds holding GEN

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

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

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

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

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lion Street Advisors's GEN Position: Q2 2020 in Review

Lion Street Advisors sold out of Gen Digital (GEN) in Q2 2020, closing a stake of 151 shares — an estimated $3K sold.

Lion Street Advisors first reported a position in GEN in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 514 funds tracked by Wall St. Rank hold GEN as of Q2 2020.

Lion Street Advisors reported no remaining Gen Digital position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 151 Gen Digital shares in Q2 2020, an estimated $3K.
Lion Street Advisors first reported a position in Gen Digital in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's Gen Digital position peaked at $3K in Q1 2020.
514 funds tracked by Wall St. Rank held Gen Digital as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.