Buckingham Strategic Wealth’s Superior Group of Companies SGC Stock Holding History

Buckingham Strategic 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
2024 Q2	–	Sell	-23,361	Closed	-$386K	–	836
2024 Q1	$386K	Hold	23,361	–	–	﹤0.01%	527
2023 Q4	$315K	Hold	23,361	–	–	﹤0.01%	556
2023 Q3	$182K	Hold	23,361	–	–	﹤0.01%	638
2023 Q2	$218K	Sell	23,361 -14	-0.1%	-$117	﹤0.01%	614
2023 Q1	$235K	Hold	23,375	–	–	﹤0.01%	532
2022 Q4	$235K	Buy	23,375 +14	+0.1%	+$135	﹤0.01%	534
2022 Q3	$207K	Hold	23,361	–	–	﹤0.01%	548
2022 Q2	$415K	Hold	23,361	–	–	0.01%	407
2022 Q1	$417K	Hold	23,361	–	–	0.01%	401
2021 Q4	$513K	Buy	23,361 +3,064	+15%	+$73.1K	0.01%	362
2021 Q3	$473K	Hold	20,297	–	–	0.01%	366
2021 Q2	$485K	Hold	20,297	–	–	0.01%	367
2021 Q1	$516K	Sell	20,297 -7,007	-26%	-$175K	0.03%	323
2020 Q4	$635K	Hold	27,304	–	–	0.03%	279
2020 Q3	$634K	Buy	27,304 +2,281	+9%	+$44.6K	0.05%	230
2020 Q2	$335K	Buy	25,023 +2,620	+12%	+$24.9K	0.03%	292
2020 Q1	$190K	Buy	+22,403	New	+$261K	0.02%	427

Other funds holding SGC

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

BlackRock New York $5.72T AUM 30.48% 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

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Buckingham Strategic Wealth's SGC Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of Superior Group of Companies (SGC) in Q2 2024, closing a stake of 23,361 shares — an estimated $386K sold.

Buckingham Strategic Wealth first reported a position in SGC in Q1 2020 and held it in 17 quarters. The position peaked at $635K in Q4 2020. 96 funds tracked by Wall St. Rank hold SGC as of Q2 2024.

Buckingham Strategic Wealth reported no remaining Superior Group of Companies position as of Q2 2024 after selling out during the quarter.
Buckingham Strategic Wealth sold 23,361 Superior Group of Companies shares in Q2 2024, an estimated $386K.
Buckingham Strategic Wealth first reported a position in Superior Group of Companies in Q1 2020 and held it in 17 quarters.
Buckingham Strategic Wealth's Superior Group of Companies position peaked at $635K in Q4 2020.
96 funds tracked by Wall St. Rank held Superior Group of Companies as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.