MSD Partners’s SoFi Technologies SOFI Stock Holding History

MSD 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
2024 Q1	–	Sell	-25,000	Closed	-$249K	–	31
2023 Q4	$249K	Hold	25,000	–	–	0.02%	16
2023 Q3	$200K	Hold	25,000	–	–	0.02%	44
2023 Q2	$209K	Hold	25,000	–	–	0.02%	44
2023 Q1	$152K	Hold	25,000	–	–	0.02%	48
2022 Q4	$115K	Hold	25,000	–	–	0.01%	55
2022 Q3	$122K	Hold	25,000	–	–	0.01%	64
2022 Q2	$132K	Hold	25,000	–	–	0.01%	68
2022 Q1	$236K	Sell	25,000 -50,000	-67%	-$574K	0.01%	66
2021 Q4	$1.19M	Buy	+75,000	New	+$1.38M	0.01%	86

Other funds holding SOFI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

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

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Geode Capital Management

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

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return