AWM
SGI

Atticus Wealth Management’s Somnigroup International SGI Stock Holding History

Atticus Wealth Management’s Portfolio SGI Stock Details SGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-23
Closed -$922 – 617
2023
Q2 		$922 Buy
+23
New +$865 ﹤0.01% 539
2021
Q4 		– Sell
-1,066
Closed -$49K – 500
2021
Q3 		$49K Buy
+1,066
New +$46.6K 0.02% 239

Other funds holding SGI

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Atticus Wealth Management's SGI Position: Q3 2023 in Review

Atticus Wealth Management sold out of Somnigroup International (SGI) in Q3 2023, closing a stake of 23 shares — an estimated $922 sold.

Atticus Wealth Management first reported a position in SGI in Q3 2021 and held it in 2 quarters. The position peaked at $49K in Q3 2021. 329 funds tracked by Wall St. Rank hold SGI as of Q3 2023.

  • Atticus Wealth Management reported no remaining Somnigroup International position as of Q3 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 23 Somnigroup International shares in Q3 2023, an estimated $922.
  • Atticus Wealth Management first reported a position in Somnigroup International in Q3 2021 and held it in 2 quarters.
  • Atticus Wealth Management's Somnigroup International position peaked at $49K in Q3 2021.
  • 329 funds tracked by Wall St. Rank held Somnigroup International as of Q3 2023.

Based on Atticus Wealth Management's 13F filing for Q3 2023, filed 16 Oct 2023.