YorkBridge Wealth Partners’s Genpact G Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-4,040	Closed	-$154K	–	353
2019 Q2	$154K	Sell	4,040 -62	-2%	-$2.25K	0.07%	221
2019 Q1	$144K	Buy	4,102 +56	+1%	+$1.77K	0.07%	215
2018 Q4	$109K	Sell	4,046 -81	-2%	-$2.31K	0.06%	237
2018 Q3	$125K	Sell	4,127 -24	-0.6%	-$729	0.06%	243
2018 Q2	$120K	Buy	4,151 +130	+3%	+$4.02K	0.05%	260
2018 Q1	$128K	Buy	4,021 +247	+7%	+$8.02K	0.06%	250
2017 Q4	$122K	Buy	3,774 +70	+2%	+$2.17K	0.06%	248
2017 Q3	$106K	Sell	3,704 -89	-2%	-$2.53K	0.06%	268
2017 Q2	$106K	Buy	3,793 +189	+5%	+$4.9K	0.06%	260
2017 Q1	$88K	Buy	3,604 +929	+35%	+$22.6K	0.05%	292
2016 Q4	$65K	Buy	+2,675	New	+$63.7K	0.04%	321

Other funds holding G

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

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

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

BCI

Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return

NIEF

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

YorkBridge Wealth Partners's G Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Genpact (G) in Q3 2019, closing a stake of 4,040 shares — an estimated $154K sold.

YorkBridge Wealth Partners first reported a position in G in Q4 2016 and held it in 11 quarters. The position peaked at $154K in Q2 2019. 324 funds tracked by Wall St. Rank hold G as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Genpact position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 4,040 Genpact shares in Q3 2019, an estimated $154K.
YorkBridge Wealth Partners first reported a position in Genpact in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Genpact position peaked at $154K in Q2 2019.
324 funds tracked by Wall St. Rank held Genpact as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.