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Innealta Capital’s Superior Group of Companies SGC Stock Holding History

Innealta Capital’s Portfolio SGC Stock Details SGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-637
Closed -$12K – 1415
2024
Q2 		$12K Buy
+637
New +$11.7K ﹤0.01% 788

Other funds holding SGC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Innealta Capital's SGC Position: Q3 2024 in Review

Innealta Capital sold out of Superior Group of Companies (SGC) in Q3 2024, closing a stake of 637 shares — an estimated $12K sold.

Innealta Capital first reported a position in SGC in Q2 2024 and held it in 1 quarter. The position peaked at $12K in Q2 2024. 106 funds tracked by Wall St. Rank hold SGC as of Q3 2024.

  • Innealta Capital reported no remaining Superior Group of Companies position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 637 Superior Group of Companies shares in Q3 2024, an estimated $12K.
  • Innealta Capital first reported a position in Superior Group of Companies in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's Superior Group of Companies position peaked at $12K in Q2 2024.
  • 106 funds tracked by Wall St. Rank held Superior Group of Companies as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.