GI
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Gradient Investments’s Somnigroup International SGI Stock Holding History

Gradient Investments’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
-64
Closed -$3.26K – 1880
2023
Q4 		$3.26K Hold
64
– – ﹤0.01% 1094
2023
Q3 		$2.77K Hold
64
– – ﹤0.01% 1090
2023
Q2 		$2.56K Buy
+64
New +$2.41K ﹤0.01% 1106
2023
Q1 		– Sell
-52
Closed -$1.78K – 1657
2022
Q4 		$1.78K Buy
+52
New +$1.56K ﹤0.01% 1111
2014
Q1 		– Sell
-224
Closed -$3K – 646
2013
Q4 		$3K Buy
+224
New +$2.57K ﹤0.01% 485

Other funds holding SGI

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

Gradient Investments's SGI Position: Q1 2024 in Review

Gradient Investments sold out of Somnigroup International (SGI) in Q1 2024, closing a stake of 64 shares — an estimated $3.26K sold.

Gradient Investments first reported a position in SGI in Q4 2013 and held it in 5 quarters. The position peaked at $3.26K in Q4 2023. 383 funds tracked by Wall St. Rank hold SGI as of Q1 2024.

  • Gradient Investments reported no remaining Somnigroup International position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 64 Somnigroup International shares in Q1 2024, an estimated $3.26K.
  • Gradient Investments first reported a position in Somnigroup International in Q4 2013 and held it in 5 quarters.
  • Gradient Investments's Somnigroup International position peaked at $3.26K in Q4 2023.
  • 383 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.