Miller Value Partners’s SoFi Technologies SOFI Stock Holding History

Miller Value Partners’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,711,202	Closed	-$28.6M	–	76
2023 Q1	$28.6M	Sell	4,711,202 -197,378	-4%	-$1.2M	1.79%	29
2022 Q4	$22.6M	Sell	4,908,580 -177,353	-3%	-$880K	1.46%	31
2022 Q3	$24.8M	Buy	5,085,933 +2,889,833	+132%	+$18.3M	1.51%	28
2022 Q2	$11.6M	Sell	2,196,100 -123,578	-5%	-$835K	0.59%	34
2022 Q1	$21.9M	Buy	2,319,678 +1,742	+0.1%	+$20K	0.71%	36
2021 Q4	$36.6M	Buy	2,317,936 +18,247	+0.8%	+$335K	1%	36
2021 Q3	$36.5M	Sell	2,299,689 -251,512	-10%	-$3.94M	0.85%	40
2021 Q2	$48.9M	Buy	2,551,201 +2,154,713	+543%	+$39.9M	1.16%	39
2021 Q1	$6.8M	Buy	+396,488	New	+$7.83M	0.18%	57

Other funds holding SOFI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Miller Value Partners's SOFI Position: Q2 2023 in Review

Miller Value Partners sold out of SoFi Technologies (SOFI) in Q2 2023, closing a stake of 4,711,202 shares — an estimated $28.6M sold.

Miller Value Partners first reported a position in SOFI in Q1 2021 and held it in 9 quarters. The position peaked at $48.9M in Q2 2021. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

Miller Value Partners reported no remaining SoFi Technologies position as of Q2 2023 after selling out during the quarter.
Miller Value Partners sold 4,711,202 SoFi Technologies shares in Q2 2023, an estimated $28.6M.
Miller Value Partners first reported a position in SoFi Technologies in Q1 2021 and held it in 9 quarters.
Miller Value Partners's SoFi Technologies position peaked at $48.9M in Q2 2021.
517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on Miller Value Partners's 13F filing for Q2 2023, filed 14 Aug 2023.