Aristotle Capital Boston’s Stonegate Mortgage Corporation SGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-343,741
| Closed | -$2.74M | – | 127 |
|
|
2017
Q1 | $2.74M | Buy |
343,741
+23,968
| +7% | +$191K | 0.36% | 96 |
|
|
2016
Q4 | $1.91M | Sell |
319,773
-20,585
| -6% | -$123K | 0.26% | 99 |
|
|
2016
Q3 | $1.56M | Buy |
340,358
+13,307
| +4% | +$61K | 0.28% | 99 |
|
|
2016
Q2 | $1.1M | Buy |
327,051
+11,314
| +4% | +$38K | 0.21% | 100 |
|
|
2016
Q1 | $1.81M | Buy |
315,737
+29,392
| +10% | +$169K | 0.36% | 97 |
|
|
2015
Q4 | $1.56M | Buy |
286,345
+41,108
| +17% | +$224K | 0.32% | 96 |
|
|
2015
Q3 | $1.74M | Buy |
245,237
+3,157
| +1% | +$22.5K | 0.43% | 91 |
|
|
2015
Q2 | $2.44M | Buy |
242,080
+99,172
| +69% | +$999K | 0.56% | 85 |
|
|
2015
Q1 | $1.55M | Buy |
142,908
+28,730
| +25% | +$311K | 0.48% | 87 |
|
|
2014
Q4 | $1.37M | Buy |
+114,178
| New | +$1.37M | 0.68% | 73 |
|