IA
SGI

Inspire Advisors’s Somnigroup International SGI Stock Holding History

Inspire Advisors’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
Q2 		– Sell
-20,257
Closed -$1.15M – 486
2024
Q1 		$1.15M Buy
+20,257
New +$1.06M 0.16% 75
2023
Q1 		– Sell
-15,229
Closed -$523K – 243
2022
Q4 		$523K Buy
+15,229
New +$458K 0.13% 52

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
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Inspire Advisors's SGI Position: Q2 2024 in Review

Inspire Advisors sold out of Somnigroup International (SGI) in Q2 2024, closing a stake of 20,257 shares — an estimated $1.15M sold.

Inspire Advisors first reported a position in SGI in Q4 2022 and held it in 2 quarters. The position peaked at $1.15M in Q1 2024. 386 funds tracked by Wall St. Rank hold SGI as of Q2 2024.

  • Inspire Advisors reported no remaining Somnigroup International position as of Q2 2024 after selling out during the quarter.
  • Inspire Advisors sold 20,257 Somnigroup International shares in Q2 2024, an estimated $1.15M.
  • Inspire Advisors first reported a position in Somnigroup International in Q4 2022 and held it in 2 quarters.
  • Inspire Advisors's Somnigroup International position peaked at $1.15M in Q1 2024.
  • 386 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2024.

Based on Inspire Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.