Bison Wealth’s Superior Group of Companies SGC Stock Holding History

Bison Wealth’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
2022 Q1	–	Sell	-10,684	Closed	-$11K	–	407
2021 Q4	$11K	Hold	10,684	–	–	0.01%	306
2021 Q3	$11K	Hold	10,684	–	–	0.01%	419
2021 Q2	$11K	Hold	10,684	–	–	﹤0.01%	407
2021 Q1	$11K	Buy	+10,684	New	+$266K	﹤0.01%	418

Other funds holding SGC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bison Wealth's SGC Position: Q1 2022 in Review

Bison Wealth sold out of Superior Group of Companies (SGC) in Q1 2022, closing a stake of 10,684 shares — an estimated $11K sold.

Bison Wealth first reported a position in SGC in Q1 2021 and held it in 4 quarters. The position peaked at $11K in Q4 2021. 63 funds tracked by Wall St. Rank hold SGC as of Q1 2022.

Bison Wealth reported no remaining Superior Group of Companies position as of Q1 2022 after selling out during the quarter.
Bison Wealth sold 10,684 Superior Group of Companies shares in Q1 2022, an estimated $11K.
Bison Wealth first reported a position in Superior Group of Companies in Q1 2021 and held it in 4 quarters.
Bison Wealth's Superior Group of Companies position peaked at $11K in Q4 2021.
63 funds tracked by Wall St. Rank held Superior Group of Companies as of Q1 2022.

Based on Bison Wealth's 13F filing for Q1 2022, filed 12 May 2022.