MGWM
G icon

Marks Group Wealth Management’s Genpact G Stock Holding History

Marks Group Wealth Management’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
2024
Q3 		– Sell
-215,535
Closed -$6.94M – 299
2024
Q2 		$6.94M Buy
215,535
+55,104
+34% +$1.78M 0.73% 67
2024
Q1 		$5.29M Buy
160,431
+5,748
+4% +$200K 0.55% 75
2023
Q4 		$5.37M Buy
154,683
+5,545
+4% +$191K 0.61% 72
2023
Q3 		$5.4M Buy
149,138
+3,312
+2% +$123K 0.67% 72
2023
Q2 		$5.48M Buy
145,826
+5,240
+4% +$211K 0.65% 69
2023
Q1 		$6.5M Buy
140,586
+691
+0.5% +$32.2K 0.83% 47
2022
Q4 		$6.48M Buy
139,895
+521
+0.4% +$23.7K 0.88% 34
2022
Q3 		$6.1M Buy
139,374
+2,567
+2% +$118K 0.93% 29
2022
Q2 		$5.79M Buy
136,807
+4,801
+4% +$204K 0.84% 37
2022
Q1 		$5.74M Buy
132,006
+11,406
+9% +$529K 0.72% 59
2021
Q4 		$6.4M Sell
120,600
-2,649
-2% -$133K 0.78% 45
2021
Q3 		$5.87M Sell
123,249
-1,509
-1% -$75K 0.79% 45
2021
Q2 		$5.67M Sell
124,758
-580
-0.5% -$26.3K 0.78% 48
2021
Q1 		$5.37M Buy
125,338
+5,677
+5% +$236K 0.8% 50
2020
Q4 		$4.95M Buy
119,661
+515
+0.4% +$20.4K 0.77% 50
2020
Q3 		$4.64M Sell
119,146
-6,273
-5% -$247K 0.84% 43
2020
Q2 		$4.59M Sell
125,419
-1,385
-1% -$46.8K 0.93% 22
2020
Q1 		$3.71M Buy
126,804
+10,047
+9% +$393K 0.96% 26
2019
Q4 		$4.92M Buy
+116,757
New +$4.67M 0.97% 21

Other funds holding G

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Marks Group Wealth Management's G Position: Q3 2024 in Review

Marks Group Wealth Management sold out of Genpact (G) in Q3 2024, closing a stake of 215,535 shares — an estimated $6.94M sold.

Marks Group Wealth Management first reported a position in G in Q4 2019 and held it in 19 quarters. The position peaked at $6.94M in Q2 2024. 385 funds tracked by Wall St. Rank hold G as of Q3 2024.

  • Marks Group Wealth Management reported no remaining Genpact position as of Q3 2024 after selling out during the quarter.
  • Marks Group Wealth Management sold 215,535 Genpact shares in Q3 2024, an estimated $6.94M.
  • Marks Group Wealth Management first reported a position in Genpact in Q4 2019 and held it in 19 quarters.
  • Marks Group Wealth Management's Genpact position peaked at $6.94M in Q2 2024.
  • 385 funds tracked by Wall St. Rank held Genpact as of Q3 2024.

Based on Marks Group Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.