Pearl River Capital’s SoFi Technologies SOFI Stock Holding History

Pearl River Capital’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 Q3	–	Sell	-159,125	Closed	-$1.05M	–	323
2024 Q2	$1.05M	Buy	+159,125	New	+$1.12M	0.17%	177
2023 Q4	–	Sell	-26,483	Closed	-$212K	–	616
2023 Q3	$212K	Sell	26,483 -46,080	-64%	-$405K	0.03%	463
2023 Q2	$605K	Buy	+72,563	New	+$473K	0.1%	288
2022 Q3	–	Sell	-11,600	Closed	-$61K	–	550
2022 Q2	$61K	Buy	+11,600	New	+$78.4K	0.01%	430

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pearl River Capital's SOFI Position: Q3 2024 in Review

Pearl River Capital sold out of SoFi Technologies (SOFI) in Q3 2024, closing a stake of 159,125 shares — an estimated $1.05M sold.

Pearl River Capital first reported a position in SOFI in Q2 2022 and held it in 4 quarters. The position peaked at $1.05M in Q2 2024. 624 funds tracked by Wall St. Rank hold SOFI as of Q3 2024.

Pearl River Capital reported no remaining SoFi Technologies position as of Q3 2024 after selling out during the quarter.
Pearl River Capital sold 159,125 SoFi Technologies shares in Q3 2024, an estimated $1.05M.
Pearl River Capital first reported a position in SoFi Technologies in Q2 2022 and held it in 4 quarters.
Pearl River Capital's SoFi Technologies position peaked at $1.05M in Q2 2024.
624 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2024.

Based on Pearl River Capital's 13F filing for Q3 2024.