EFA
SGI

Edge Financial Advisors’s Somnigroup International SGI Stock Holding History

Edge Financial Advisors’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
Q3 		– Sell
-5,900
Closed -$279K – 102
2024
Q2 		$279K Buy
+5,900
New +$299K 0.29% 75

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Edge Financial Advisors's SGI Position: Q3 2024 in Review

Edge Financial Advisors sold out of Somnigroup International (SGI) in Q3 2024, closing a stake of 5,900 shares — an estimated $279K sold.

Edge Financial Advisors first reported a position in SGI in Q2 2024 and held it in 1 quarter. The position peaked at $279K in Q2 2024. 379 funds tracked by Wall St. Rank hold SGI as of Q3 2024.

  • Edge Financial Advisors reported no remaining Somnigroup International position as of Q3 2024 after selling out during the quarter.
  • Edge Financial Advisors sold 5,900 Somnigroup International shares in Q3 2024, an estimated $279K.
  • Edge Financial Advisors first reported a position in Somnigroup International in Q2 2024 and held it in 1 quarter.
  • Edge Financial Advisors's Somnigroup International position peaked at $279K in Q2 2024.
  • 379 funds tracked by Wall St. Rank held Somnigroup International as of Q3 2024.

Based on Edge Financial Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.