GWM
SGI

Greenwich Wealth Management’s Somnigroup International SGI Stock Holding History

Greenwich 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
2023
Q2 		– Sell
-5,131
Closed -$203K – 247
2023
Q1 		$203K Sell
5,131
-12,000
-70% -$477K 0.02% 211
2022
Q4 		$588K Hold
17,131
– – 0.06% 147
2022
Q3 		$414K Sell
17,131
-1,482
-8% -$38.4K 0.04% 163
2022
Q2 		$398K Buy
18,613
+29
+0.2% +$747 0.05% 170
2022
Q1 		$519K Buy
18,584
+7,885
+74% +$291K 0.05% 156
2021
Q4 		$503K Buy
10,699
+4,839
+83% +$219K 0.04% 165
2021
Q3 		$272K Buy
+5,860
New +$256K 0.02% 202

Other funds holding SGI

Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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