United Capital Financial Advisors’s Genpact G Stock Holding History

United Capital Financial Advisors’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
2021 Q4	–	Sell	-4,460	Closed	-$212K	–	1218
2021 Q3	$212K	Sell	4,460 -633	-12%	-$31.4K	﹤0.01%	1126
2021 Q2	$231K	Sell	5,093 -345	-6%	-$15.6K	﹤0.01%	1112
2021 Q1	$233K	Sell	5,438 -1,454	-21%	-$60.4K	﹤0.01%	1069
2020 Q4	$285K	Buy	6,892 +50	+0.7%	+$1.98K	﹤0.01%	1017
2020 Q3	$267K	Buy	+6,842	New	+$270K	﹤0.01%	988
2019 Q3	–	Sell	-7,251	Closed	-$276K	–	1383
2019 Q2	$276K	Buy	7,251 +644	+10%	+$23.4K	﹤0.01%	1254
2019 Q1	$232K	Buy	+6,607	New	+$209K	﹤0.01%	1224
2016 Q3	–	Sell	-8,814	Closed	-$238K	–	1277
2016 Q2	$238K	Sell	8,814 -2,180	-20%	-$60K	﹤0.01%	1115
2016 Q1	$299K	Sell	10,994 -30,469	-73%	-$772K	﹤0.01%	1002
2015 Q4	$1.04M	Buy	+41,463	New	+$1.03M	0.01%	689

Other funds holding G

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

NIEF

Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

United Capital Financial Advisors's G Position: Q4 2021 in Review

United Capital Financial Advisors sold out of Genpact (G) in Q4 2021, closing a stake of 4,460 shares — an estimated $212K sold.

United Capital Financial Advisors first reported a position in G in Q4 2015 and held it in 10 quarters. The position peaked at $1.04M in Q4 2015. 333 funds tracked by Wall St. Rank hold G as of Q4 2021.

United Capital Financial Advisors reported no remaining Genpact position as of Q4 2021 after selling out during the quarter.
United Capital Financial Advisors sold 4,460 Genpact shares in Q4 2021, an estimated $212K.
United Capital Financial Advisors first reported a position in Genpact in Q4 2015 and held it in 10 quarters.
United Capital Financial Advisors's Genpact position peaked at $1.04M in Q4 2015.
333 funds tracked by Wall St. Rank held Genpact as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.