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	–	–	0.01%	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 $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

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MSD Partners's SOFI Position: Q1 2024 in Review

MSD Partners sold out of SoFi Technologies (SOFI) in Q1 2024, closing a stake of 25,000 shares — an estimated $249K sold.

MSD Partners first reported a position in SOFI in Q4 2021 and held it in 9 quarters. The position peaked at $1.19M in Q4 2021. 602 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

MSD Partners reported no remaining SoFi Technologies position as of Q1 2024 after selling out during the quarter.
MSD Partners sold 25,000 SoFi Technologies shares in Q1 2024, an estimated $249K.
MSD Partners first reported a position in SoFi Technologies in Q4 2021 and held it in 9 quarters.
MSD Partners's SoFi Technologies position peaked at $1.19M in Q4 2021.
602 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on MSD Partners's 13F filing for Q1 2024, filed 15 May 2024.