Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BAAM
SGI
Baker Avenue Asset Management’s
Somnigroup International
SGI
Stock Holding History
Baker Avenue Asset 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
Q4
–
Sell
-101
Closed
-$4.38K
–
1556
2023
Q3
$4.38K
Hold
101
–
–
﹤0.01%
972
2023
Q2
$4.05K
Hold
101
–
–
﹤0.01%
887
2023
Q1
$3.99K
Hold
101
–
–
﹤0.01%
891
2022
Q4
$3.47K
Buy
+101
New
+$3.04K
﹤0.01%
862
2013
Q3
–
Sell
-46,720
Closed
-$513K
–
246
2013
Q2
$513K
Buy
+46,720
New
+$531K
0.13%
114
Other funds holding SGI
Select Equity Group
New York
$18.8B AUM
17.33%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
BW
Browning West
Los Angeles, California
$1.62B AUM
22.28%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
DCP
D1 Capital Partners
New York
$11.2B AUM
15.78%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
BGC
Beutel, Goodman & Co
Toronto, Ontario, Canada
$14.8B AUM
15.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close