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Bedel Financial Consulting’s Somnigroup International SGI Stock Holding History

Bedel Financial Consulting’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
2021
Q4 		– Sell
-168
Closed -$8K – 1092
2021
Q3 		$8K Sell
168
-232
-58% -$10.1K ﹤0.01% 714
2021
Q2 		$16K Buy
+400
New +$15.3K 0.01% 596
2018
Q2 		– Sell
-200
Closed -$2K – 725
2018
Q1 		$2K Buy
+200
New +$2.75K ﹤0.01% 625

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
HPM
H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $244M AUM 32.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bedel Financial Consulting's SGI Position: Q4 2021 in Review

Bedel Financial Consulting sold out of Somnigroup International (SGI) in Q4 2021, closing a stake of 168 shares — an estimated $8K sold.

Bedel Financial Consulting first reported a position in SGI in Q1 2018 and held it in 3 quarters. The position peaked at $16K in Q2 2021. 417 funds tracked by Wall St. Rank hold SGI as of Q4 2021.

  • Bedel Financial Consulting reported no remaining Somnigroup International position as of Q4 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 168 Somnigroup International shares in Q4 2021, an estimated $8K.
  • Bedel Financial Consulting first reported a position in Somnigroup International in Q1 2018 and held it in 3 quarters.
  • Bedel Financial Consulting's Somnigroup International position peaked at $16K in Q2 2021.
  • 417 funds tracked by Wall St. Rank held Somnigroup International as of Q4 2021.

Based on Bedel Financial Consulting's 13F filing for Q4 2021, filed 11 Jan 2022.