GJWM
SGI

Gilliland Jeter Wealth Management’s Somnigroup International SGI Stock Holding History

Gilliland Jeter 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 		– Sell
-1,186
Closed -$64.8K – 660
2024
Q3 		$64.8K Hold
1,186
– – 0.02% 275
2024
Q2 		$56.1K Buy
+1,186
New +$60K 0.02% 281

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

Gilliland Jeter Wealth Management's SGI Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Somnigroup International (SGI) in Q4 2024, closing a stake of 1,186 shares — an estimated $64.8K sold.

Gilliland Jeter Wealth Management first reported a position in SGI in Q2 2024 and held it in 2 quarters. The position peaked at $64.8K in Q3 2024. 399 funds tracked by Wall St. Rank hold SGI as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Somnigroup International position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 1,186 Somnigroup International shares in Q4 2024, an estimated $64.8K.
  • Gilliland Jeter Wealth Management first reported a position in Somnigroup International in Q2 2024 and held it in 2 quarters.
  • Gilliland Jeter Wealth Management's Somnigroup International position peaked at $64.8K in Q3 2024.
  • 399 funds tracked by Wall St. Rank held Somnigroup International as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.