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Moody Lynn & Lieberson’s Gen Digital GEN Stock Holding History

Moody Lynn & Lieberson’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
2017
Q4 		– Sell
-10,000
Closed -$328K – 216
2017
Q3 		$328K Hold
10,000
– – 0.04% 186
2017
Q2 		$283K Buy
+10,000
New +$303K 0.04% 195

Other funds holding GEN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return

Moody Lynn & Lieberson's GEN Position: Q4 2017 in Review

Moody Lynn & Lieberson sold out of Gen Digital (GEN) in Q4 2017, closing a stake of 10,000 shares — an estimated $328K sold.

Moody Lynn & Lieberson first reported a position in GEN in Q2 2017 and held it in 2 quarters. The position peaked at $328K in Q3 2017. 519 funds tracked by Wall St. Rank hold GEN as of Q4 2017.

  • Moody Lynn & Lieberson reported no remaining Gen Digital position as of Q4 2017 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 10,000 Gen Digital shares in Q4 2017, an estimated $328K.
  • Moody Lynn & Lieberson first reported a position in Gen Digital in Q2 2017 and held it in 2 quarters.
  • Moody Lynn & Lieberson's Gen Digital position peaked at $328K in Q3 2017.
  • 519 funds tracked by Wall St. Rank held Gen Digital as of Q4 2017.

Based on Moody Lynn & Lieberson's 13F filing for Q4 2017, filed 2 Feb 2018.