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Aegis Financial’s Superior Group of Companies SGC Stock Holding History

Aegis Financial’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
2024
Q2 		– Sell
-306,882
Closed -$5.07M – 27
2024
Q1 		$5.07M Sell
306,882
-114,154
-27% -$1.65M 4.3% 9
2023
Q4 		$5.68M Buy
421,036
+40,749
+11% +$426K 3.44% 11
2023
Q3 		$2.96M Buy
380,287
+147,929
+64% +$1.28M 1.8% 16
2023
Q2 		$2.17M Buy
+232,358
New +$1.95M 1.51% 21

Other funds holding SGC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Aegis Financial's SGC Position: Q2 2024 in Review

Aegis Financial sold out of Superior Group of Companies (SGC) in Q2 2024, closing a stake of 306,882 shares — an estimated $5.07M sold.

Aegis Financial first reported a position in SGC in Q2 2023 and held it in 4 quarters. The position peaked at $5.68M in Q4 2023. 96 funds tracked by Wall St. Rank hold SGC as of Q2 2024.

  • Aegis Financial reported no remaining Superior Group of Companies position as of Q2 2024 after selling out during the quarter.
  • Aegis Financial sold 306,882 Superior Group of Companies shares in Q2 2024, an estimated $5.07M.
  • Aegis Financial first reported a position in Superior Group of Companies in Q2 2023 and held it in 4 quarters.
  • Aegis Financial's Superior Group of Companies position peaked at $5.68M in Q4 2023.
  • 96 funds tracked by Wall St. Rank held Superior Group of Companies as of Q2 2024.

Based on Aegis Financial's 13F filing for Q2 2024, filed 8 Aug 2024.