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Capital Advisors Ltd’s Superior Group of Companies SGC Stock Holding History

Capital Advisors Ltd’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
2023
Q3 		– Sell
-27
Closed – – 1460
2023
Q2 		$0 Buy
+27
New +$227 ﹤0.01% 1518

Other funds holding SGC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Advisors Ltd's SGC Position: Q3 2023 in Review

Capital Advisors Ltd sold out of Superior Group of Companies (SGC) in Q3 2023, closing a stake of 27 shares.

Capital Advisors Ltd first reported a position in SGC in Q2 2023 and held it in 1 quarter. The position peaked at $0 in Q2 2023. 52 funds tracked by Wall St. Rank hold SGC as of Q3 2023.

  • Capital Advisors Ltd reported no remaining Superior Group of Companies position as of Q3 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 27 Superior Group of Companies shares in Q3 2023.
  • Capital Advisors Ltd first reported a position in Superior Group of Companies in Q2 2023 and held it in 1 quarter.
  • Capital Advisors Ltd's Superior Group of Companies position peaked at $0 in Q2 2023.
  • 52 funds tracked by Wall St. Rank held Superior Group of Companies as of Q3 2023.

Based on Capital Advisors Ltd's 13F filing for Q3 2023, filed 27 Oct 2023.