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Macroview Investment Management’s Gen Digital GEN Stock Holding History

Macroview Investment Management’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
2023
Q4 		– Sell
-69
Closed -$1.22K – 714
2023
Q3 		$1.22K Buy
+69
New +$1.35K ﹤0.01% 632
2019
Q2 		– Sell
-155
Closed -$4K – 326
2019
Q1 		$4K Buy
+155
New +$3.37K 0.01% 200
2015
Q1 		– Sell
-7
Closed – – 166
2014
Q4 		$0 Hold
7
– – ﹤0.01% 225
2014
Q3 		$0 Buy
+7
New +$167 ﹤0.01% 240

Other funds holding GEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Macroview Investment Management's GEN Position: Q4 2023 in Review

Macroview Investment Management sold out of Gen Digital (GEN) in Q4 2023, closing a stake of 69 shares — an estimated $1.22K sold.

Macroview Investment Management first reported a position in GEN in Q3 2014 and held it in 4 quarters. The position peaked at $4K in Q1 2019. 545 funds tracked by Wall St. Rank hold GEN as of Q4 2023.

  • Macroview Investment Management reported no remaining Gen Digital position as of Q4 2023 after selling out during the quarter.
  • Macroview Investment Management sold 69 Gen Digital shares in Q4 2023, an estimated $1.22K.
  • Macroview Investment Management first reported a position in Gen Digital in Q3 2014 and held it in 4 quarters.
  • Macroview Investment Management's Gen Digital position peaked at $4K in Q1 2019.
  • 545 funds tracked by Wall St. Rank held Gen Digital as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.