Must Asset Management’s SoFi Technologies SOFI Stock Holding History

Must Asset Management’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 Q3	$1.88M	Hold	254,306	–	–	4.6%	7
2023 Q2	$2.22M	Buy	254,306 +25,988	+11%	+$169K	6.11%	5
2023 Q1	$1.31M	Sell	228,318 -126,129	-36%	-$765K	3.25%	6
2022 Q4	$1.63M	Buy	+354,447	New	+$1.76M	3.68%	6

Other funds holding SOFI

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

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

SLG

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

Two Sigma Investments New York $124B AUM 33.93% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Must Asset Management's SOFI Position: Q3 2023 in Review

Must Asset Management held its SoFi Technologies (SOFI) position steady in Q3 2023 at 254,306 shares worth $1.88M. The position accounts for 4.6% of the portfolio, ranked #7.

Must Asset Management first reported a position in SOFI in Q4 2022 and has held it in 4 quarters since. The position peaked at $2.22M in Q2 2023. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

Must Asset Management held 254,306 shares of SoFi Technologies worth $1.88M as of Q3 2023.
Must Asset Management left its SoFi Technologies share count unchanged in Q3 2023.
SoFi Technologies made up 4.6% of Must Asset Management's portfolio in Q3 2023, its #7 holding.
Must Asset Management first reported a position in SoFi Technologies in Q4 2022 and has held it in 4 quarters since.
Must Asset Management's SoFi Technologies position peaked at $2.22M in Q2 2023.
513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on Must Asset Management's 13F filing for Q3 2023, filed 7 Nov 2023.