CSWM
SGI

Cassady Schiller Wealth Management’s Somnigroup International SGI Stock Holding History

Cassady Schiller Wealth 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
2024
Q4 		$510 Buy
+9
New +$480 ﹤0.01% 971

Other funds holding SGI

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Cassady Schiller Wealth Management's SGI Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Somnigroup International (SGI) in Q4 2024: 9 shares worth $510. The stake represents ﹤0.01% of the portfolio and ranks #971 among its holdings.

399 funds tracked by Wall St. Rank hold SGI as of Q4 2024.

  • Cassady Schiller Wealth Management held 9 shares of Somnigroup International worth $510 as of Q4 2024.
  • Somnigroup International was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Somnigroup International made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #971 holding.
  • 399 funds tracked by Wall St. Rank held Somnigroup International as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.