Pathstone Family Office’s Genpact G Stock Holding History

Pathstone Family Office’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 Q1	–	Sell	-30,152	Closed	-$802K	–	1331
2022 Q4	$802K	Buy	30,152 +15,341	+104%	+$698K	0.01%	890
2022 Q3	$649K	Buy	+14,811	New	+$681K	0.01%	953
2021 Q1	–	Sell	-307	Closed	-$13K	–	922
2020 Q4	$13K	Buy	+307	New	+$12.1K	﹤0.01%	817
2019 Q2	–	Sell	-111	Closed	-$4K	–	725
2019 Q1	$4K	Hold	111	–	–	﹤0.01%	636
2018 Q4	$3K	Buy	+111	New	+$3.16K	﹤0.01%	421
2018 Q2	–	Sell	-53	Closed	-$2K	–	217
2018 Q1	$2K	Buy	+53	New	+$1.72K	﹤0.01%	324

Other funds holding G

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

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

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

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

FMI

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

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

Pathstone Family Office's G Position: Q1 2023 in Review

Pathstone Family Office sold out of Genpact (G) in Q1 2023, closing a stake of 30,152 shares — an estimated $802K sold.

Pathstone Family Office first reported a position in G in Q1 2018 and held it in 6 quarters. The position peaked at $802K in Q4 2022. 379 funds tracked by Wall St. Rank hold G as of Q1 2023.

Pathstone Family Office reported no remaining Genpact position as of Q1 2023 after selling out during the quarter.
Pathstone Family Office sold 30,152 Genpact shares in Q1 2023, an estimated $802K.
Pathstone Family Office first reported a position in Genpact in Q1 2018 and held it in 6 quarters.
Pathstone Family Office's Genpact position peaked at $802K in Q4 2022.
379 funds tracked by Wall St. Rank held Genpact as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.