MFN Partners’s Alphabet (Google) Class A GOOGL Stock Holding History

MFN Partners’s Portfolio GOOGL Stock Details GOOGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,019,183	Closed	-$242M	–	14
2023 Q2	$242M	Hold	2,019,183	–	–	7.85%	6
2023 Q1	$209M	Hold	2,019,183	–	–	9.47%	6
2022 Q4	$178M	Sell	2,019,183 -300,000	-13%	-$28.5M	7.86%	7
2022 Q3	$222M	Sell	2,319,183 -270,977	-10%	-$30M	10.05%	4
2022 Q2	$282M	Sell	2,590,160 -88,000	-3%	-$10.4M	12.77%	2
2022 Q1	$372M	Buy	2,678,160 +1,178,160	+79%	+$160M	12.9%	2
2021 Q4	$217M	Hold	1,500,000	–	–	8.54%	5
2021 Q3	$201M	Hold	1,500,000	–	–	9.19%	5
2021 Q2	$183M	Buy	+1,500,000	New	+$175M	9.84%	4

Other funds holding GOOGL

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MFN Partners's GOOGL Position: Q3 2023 in Review

MFN Partners sold out of Alphabet (Google) Class A (GOOGL) in Q3 2023, closing a stake of 2,019,183 shares — an estimated $242M sold.

MFN Partners first reported a position in GOOGL in Q2 2021 and held it in 9 quarters. The position peaked at $372M in Q1 2022. 4,062 funds tracked by Wall St. Rank hold GOOGL as of Q3 2023.

MFN Partners reported no remaining Alphabet (Google) Class A position as of Q3 2023 after selling out during the quarter.
MFN Partners sold 2,019,183 Alphabet (Google) Class A shares in Q3 2023, an estimated $242M.
MFN Partners first reported a position in Alphabet (Google) Class A in Q2 2021 and held it in 9 quarters.
MFN Partners's Alphabet (Google) Class A position peaked at $372M in Q1 2022.
4,062 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q3 2023.

Based on MFN Partners's 13F filing for Q3 2023, filed 13 Nov 2023.