Advisory Research’s Superior Group of Companies SGC Stock Holding History

Advisory Research’s Portfolio SGC Stock Details SGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-36,166	Closed	-$808K	–	467
2017 Q2	$808K	Sell	36,166 -1,040	-3%	-$20.2K	0.01%	334
2017 Q1	$692K	Hold	37,206	–	–	0.01%	343
2016 Q4	$730K	Hold	37,206	–	–	0.01%	302
2016 Q3	$736K	Hold	37,206	–	–	0.01%	192
2016 Q2	$710K	Sell	37,206 -18,570	-33%	-$339K	0.01%	195
2016 Q1	$994K	Sell	55,776 -31,550	-36%	-$536K	0.02%	179
2015 Q4	$1.48M	Hold	87,326	–	–	0.02%	167
2015 Q3	$1.57M	Hold	87,326	–	–	0.02%	179
2015 Q2	$1.44M	Sell	87,326 -11,450	-12%	-$215K	0.02%	207
2015 Q1	$1.87M	Sell	98,776 -82,360	-45%	-$1.52M	0.02%	196
2014 Q4	$2.66M	Hold	181,136	–	–	0.03%	187
2014 Q3	$1.96M	Sell	181,136 -70,500	-28%	-$721K	0.02%	202
2014 Q2	$2.04M	Sell	251,636 -155,376	-38%	-$1.26M	0.02%	203
2014 Q1	$2.98M	Sell	407,012 -307,996	-43%	-$2.41M	0.03%	172
2013 Q4	$5.53M	Sell	715,008 -6,590	-0.9%	-$49K	0.06%	157
2013 Q3	$4.5M	Sell	721,598 -47,650	-6%	-$283K	0.05%	170
2013 Q2	$4.15M	Buy	+769,248	New	+$4.41M	0.05%	172

Other funds holding SGC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Advisory Research's SGC Position: Q3 2017 in Review

Advisory Research sold out of Superior Group of Companies (SGC) in Q3 2017, closing a stake of 36,166 shares — an estimated $808K sold.

Advisory Research first reported a position in SGC in Q2 2013 and held it in 17 quarters. The position peaked at $5.53M in Q4 2013. 53 funds tracked by Wall St. Rank hold SGC as of Q3 2017.

Advisory Research reported no remaining Superior Group of Companies position as of Q3 2017 after selling out during the quarter.
Advisory Research sold 36,166 Superior Group of Companies shares in Q3 2017, an estimated $808K.
Advisory Research first reported a position in Superior Group of Companies in Q2 2013 and held it in 17 quarters.
Advisory Research's Superior Group of Companies position peaked at $5.53M in Q4 2013.
53 funds tracked by Wall St. Rank held Superior Group of Companies as of Q3 2017.

Based on Advisory Research's 13F filing for Q3 2017, filed 14 Nov 2017.