SSWM
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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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
NIEF
Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return