Sheets Smith Wealth Management’s Genpact G Stock Holding History

Sheets Smith Wealth Management’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
2020 Q1	–	Sell	-18,951	Closed	-$793K	–	294
2019 Q4	$793K	Sell	18,951 -434	-2%	-$17.3K	0.15%	146
2019 Q3	$751K	Buy	19,385 +9,046	+87%	+$358K	0.15%	148
2019 Q2	$394K	Sell	10,339 -95	-0.9%	-$3.46K	0.08%	238
2019 Q1	$367K	Buy	+10,434	New	+$329K	0.08%	240
2016 Q3	–	Sell	-30,330	Closed	-$814K	–	274
2016 Q2	$814K	Sell	30,330 -700	-2%	-$19.3K	0.24%	141
2016 Q1	$844K	Buy	+31,030	New	+$786K	0.26%	121

Other funds holding G

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

NIEF

Nalanda India Equity Fund Mauritius $377M AUM 37.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Sheets Smith Wealth Management's G Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of Genpact (G) in Q1 2020, closing a stake of 18,951 shares — an estimated $793K sold.

Sheets Smith Wealth Management first reported a position in G in Q1 2016 and held it in 6 quarters. The position peaked at $844K in Q1 2016. 297 funds tracked by Wall St. Rank hold G as of Q1 2020.

Sheets Smith Wealth Management reported no remaining Genpact position as of Q1 2020 after selling out during the quarter.
Sheets Smith Wealth Management sold 18,951 Genpact shares in Q1 2020, an estimated $793K.
Sheets Smith Wealth Management first reported a position in Genpact in Q1 2016 and held it in 6 quarters.
Sheets Smith Wealth Management's Genpact position peaked at $844K in Q1 2016.
297 funds tracked by Wall St. Rank held Genpact as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.