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Mark Sheptoff Financial Planning’s Genpact G Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio G Stock Details G Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-36
Closed -$2K – 451
2021
Q4 		$2K Buy
+36
New +$1.81K ﹤0.01% 409
2015
Q4 		– Sell
-377
Closed -$9K – 395
2015
Q3 		$9K Buy
+377
New +$8.46K 0.01% 259

Other funds holding G

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mark Sheptoff Financial Planning's G Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of Genpact (G) in Q1 2022, closing a stake of 36 shares — an estimated $2K sold.

Mark Sheptoff Financial Planning first reported a position in G in Q3 2015 and held it in 2 quarters. The position peaked at $9K in Q3 2015. 340 funds tracked by Wall St. Rank hold G as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining Genpact position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 36 Genpact shares in Q1 2022, an estimated $2K.
  • Mark Sheptoff Financial Planning first reported a position in Genpact in Q3 2015 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Genpact position peaked at $9K in Q3 2015.
  • 340 funds tracked by Wall St. Rank held Genpact as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.