UBS O'Connor’s SoFi Technologies SOFI Stock Holding History

UBS O'Connor’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
2021 Q1	–	Sell	-228,125	Closed	-$811K	–	912
2020 Q4	$811K	Buy	+228,125	New	+$2.58M	0.02%	441

Other funds holding SOFI

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Athanor Capital New York $24.6M AUM 2.49% 1-Year Est. Return

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

APC

Alta Park Capital San Francisco, California $642M AUM 140.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

RiverPark Advisors New York $219M AUM 14.89% 1-Year Est. Return

UBS O'Connor's SOFI Position: Q1 2021 in Review

UBS O'Connor sold out of SoFi Technologies (SOFI) in Q1 2021, closing a stake of 821,250 shares — an estimated $10.2M sold.

UBS O'Connor first reported a position in SOFI in Q4 2020 and held it in 1 quarter. The position peaked at $10.2M in Q4 2020. 136 funds tracked by Wall St. Rank hold SOFI as of Q1 2021.

UBS O'Connor reported no remaining SoFi Technologies position as of Q1 2021 after selling out during the quarter.
UBS O'Connor sold 821,250 SoFi Technologies shares in Q1 2021, an estimated $10.2M.
UBS O'Connor first reported a position in SoFi Technologies in Q4 2020 and held it in 1 quarter.
UBS O'Connor's SoFi Technologies position peaked at $10.2M in Q4 2020.
136 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2021.

Based on UBS O'Connor's 13F filing for Q1 2021, filed 14 May 2021.