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Sanders Morris Harris’s Gen Digital GEN Stock Holding History

Sanders Morris Harris’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
2020
Q2 		– Sell
-8,993
Closed -$234K – 147
2020
Q1 		$234K Hold
8,993
– – 0.23% 100
2019
Q4 		$234K Sell
8,993
-850
-9% -$20.8K 0.05% 250
2019
Q3 		$228K Hold
9,843
– – 0.06% 239
2019
Q2 		$215K Buy
+9,843
New +$212K 0.06% 243

Other funds holding GEN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sanders Morris Harris's GEN Position: Q2 2020 in Review

Sanders Morris Harris sold out of Gen Digital (GEN) in Q2 2020, closing a stake of 8,993 shares — an estimated $234K sold.

Sanders Morris Harris first reported a position in GEN in Q2 2019 and held it in 4 quarters. The position peaked at $234K in Q1 2020. 514 funds tracked by Wall St. Rank hold GEN as of Q2 2020.

  • Sanders Morris Harris reported no remaining Gen Digital position as of Q2 2020 after selling out during the quarter.
  • Sanders Morris Harris sold 8,993 Gen Digital shares in Q2 2020, an estimated $234K.
  • Sanders Morris Harris first reported a position in Gen Digital in Q2 2019 and held it in 4 quarters.
  • Sanders Morris Harris's Gen Digital position peaked at $234K in Q1 2020.
  • 514 funds tracked by Wall St. Rank held Gen Digital as of Q2 2020.

Based on Sanders Morris Harris's 13F filing for Q2 2020, filed 9 Jul 2020.