GRP
SGI

Global Retirement Partners’s Somnigroup International SGI Stock Holding History

Global Retirement Partners’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
2025
Q4 		$987K Buy
11,051
+3,956
+56% +$346K 0.02% 676
2025
Q3 		$598K Buy
7,095
+1,760
+33% +$139K 0.01% 707
2025
Q2 		$363K Buy
+5,335
New +$336K 0.01% 842
2024
Q4 		$59.9K Buy
1,056
+584
+124% +$31.2K ﹤0.01% 1533
2024
Q3 		$25.8K Hold
472
– – ﹤0.01% 1872
2024
Q2 		$22.3K Sell
472
-84
-15% -$4.25K ﹤0.01% 1925
2024
Q1 		$31.6K Buy
556
+19
+4% +$990 ﹤0.01% 1615
2023
Q4 		$26.5K Hold
537
– – ﹤0.01% 1623
2023
Q3 		$22.3K Hold
537
– – ﹤0.01% 1605
2023
Q2 		$21.5K Hold
537
– – ﹤0.01% 1641
2023
Q1 		$19.6K Buy
+537
New +$21.4K ﹤0.01% 1647
2022
Q4 		– Sell
-40
Closed -$1K – 3107
2022
Q3 		$1K Buy
+40
New +$1.04K ﹤0.01% 2631

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return