GWS
SGI

Glassman Wealth Services’s Somnigroup International SGI Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-41
Closed -$2.09K – 1914
2023
Q4 		$2.09K Hold
41
– – ﹤0.01% 1334
2023
Q3 		$1.78K Hold
41
– – ﹤0.01% 1370
2023
Q2 		$1.64K Hold
41
– – ﹤0.01% 1312
2023
Q1 		$1.62K Buy
41
+12
+41% +$477 ﹤0.01% 1305
2022
Q4 		$996 Hold
29
– – ﹤0.01% 1423
2022
Q3 		$1K Sell
29
-5
-15% -$130 ﹤0.01% 1578
2022
Q2 		$1K Buy
34
+7
+26% +$180 ﹤0.01% 1582
2022
Q1 		$1K Sell
27
-15
-36% -$553 ﹤0.01% 1564
2021
Q4 		$2K Buy
42
+18
+75% +$816 ﹤0.01% 1264
2021
Q3 		$1K Buy
24
+8
+50% +$350 ﹤0.01% 1510
2021
Q2 		$1K Hold
16
– – ﹤0.01% 1405
2021
Q1 		$1K Hold
16
– – ﹤0.01% 1350
2020
Q4 		$0 Hold
16
– – ﹤0.01% 1549
2020
Q3 		$0 Hold
16
– – ﹤0.01% 1523
2020
Q2 		$0 Hold
16
– – ﹤0.01% 1588
2020
Q1 		$0 Buy
+16
New +$304 ﹤0.01% 1632

Other funds holding SGI

Select Equity Group
Select Equity Group New York $18.8B 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 $5.7T 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
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
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return