Terry Smith’s Genpact G Stock Holding History

Terry Smith’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
2022 Q4	–	Sell	-317,337	Closed	-$13.9M	–	40
2022 Q3	$13.9M	Hold	317,337	–	–	0.07%	43
2022 Q2	$13.4M	Hold	317,337	–	–	0.06%	41
2022 Q1	$13.8M	Hold	317,337	–	–	0.05%	43
2021 Q4	$16.8M	Buy	317,337 +12,129	+4%	+$610K	0.04%	42
2021 Q3	$14.5M	Buy	+305,208	New	+$15.2M	0.04%	40

Other funds holding G

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

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

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

NIEF

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

FMI

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

Terry Smith's G Position: Q4 2022 in Review

Terry Smith sold out of Genpact (G) in Q4 2022, closing a stake of 317,337 shares — an estimated $13.9M sold.

Terry Smith first reported a position in G in Q3 2021 and held it in 5 quarters. The position peaked at $16.8M in Q4 2021. 373 funds tracked by Wall St. Rank hold G as of Q4 2022.

Terry Smith reported no remaining Genpact position as of Q4 2022 after selling out during the quarter.
Terry Smith sold 317,337 Genpact shares in Q4 2022, an estimated $13.9M.
Terry Smith first reported a position in Genpact in Q3 2021 and held it in 5 quarters.
Terry Smith's Genpact position peaked at $16.8M in Q4 2021.
373 funds tracked by Wall St. Rank held Genpact as of Q4 2022.

Based on Fundsmith LLP's 13F filing for Q4 2022, filed 14 Feb 2023.