NewEdge Wealth’s Genpact G Stock Holding History

NewEdge Wealth’s Portfolio G Stock Details G Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,136	Closed	-$237K	–	644
2023 Q1	$237K	Buy	5,136 +98	+2%	+$4.57K	0.01%	549
2022 Q4	$233K	Buy	+5,038	New	+$229K	0.01%	492

Other funds holding G

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NIEF

Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

NewEdge Wealth's G Position: Q2 2023 in Review

NewEdge Wealth sold out of Genpact (G) in Q2 2023, closing a stake of 5,136 shares — an estimated $237K sold.

NewEdge Wealth first reported a position in G in Q4 2022 and held it in 2 quarters. The position peaked at $237K in Q1 2023. 356 funds tracked by Wall St. Rank hold G as of Q2 2023.

NewEdge Wealth reported no remaining Genpact position as of Q2 2023 after selling out during the quarter.
NewEdge Wealth sold 5,136 Genpact shares in Q2 2023, an estimated $237K.
NewEdge Wealth first reported a position in Genpact in Q4 2022 and held it in 2 quarters.
NewEdge Wealth's Genpact position peaked at $237K in Q1 2023.
356 funds tracked by Wall St. Rank held Genpact as of Q2 2023.

Based on NewEdge Wealth's 13F filing for Q2 2023, filed 9 Aug 2023.