Nelson Capital Management’s Gen Digital GEN Stock Holding History

Nelson Capital Management’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
2019 Q3	–	Sell	-56	Closed	-$1K	–	333
2019 Q2	$1K	Hold	56	–	–	﹤0.01%	289
2019 Q1	$1K	Hold	56	–	–	﹤0.01%	267
2018 Q4	$1K	Hold	56	–	–	﹤0.01%	278
2018 Q3	$1K	Hold	56	–	–	﹤0.01%	283
2018 Q2	$1K	Hold	56	–	–	﹤0.01%	251
2018 Q1	$1K	Hold	56	–	–	﹤0.01%	256
2017 Q4	$2K	Hold	56	–	–	﹤0.01%	304
2017 Q3	$2K	Hold	56	–	–	﹤0.01%	236
2017 Q2	$2K	Hold	56	–	–	﹤0.01%	269
2017 Q1	$2K	Hold	56	–	–	﹤0.01%	243
2016 Q4	$1K	Hold	56	–	–	﹤0.01%	248
2016 Q3	$1K	Sell	56 -1,400	-96%	-$31.8K	﹤0.01%	247
2016 Q2	$30K	Hold	1,456	–	–	0.01%	136
2016 Q1	$27K	Hold	1,456	–	–	0.01%	140
2015 Q4	$31K	Buy	+1,456	New	+$29.6K	0.01%	133

Other funds holding GEN

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return