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Jamison Private Wealth Management’s Superior Group of Companies SGC Stock Holding History

Jamison Private Wealth Management’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
Q4 		– Sell
-2,393
Closed – – 421
2024
Q3 		$0 Hold
2,393
– – ﹤0.01% 498
2024
Q2 		$0 Hold
2,393
– – ﹤0.01% 522
2024
Q1 		$0 Buy
+2,393
New +$34.5K ﹤0.01% 522

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Dimensional Fund Advisors
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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jamison Private Wealth Management's SGC Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Superior Group of Companies (SGC) in Q4 2024, closing a stake of 2,393 shares.

Jamison Private Wealth Management first reported a position in SGC in Q1 2024 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 100 funds tracked by Wall St. Rank hold SGC as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Superior Group of Companies position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 2,393 Superior Group of Companies shares in Q4 2024.
  • Jamison Private Wealth Management first reported a position in Superior Group of Companies in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Superior Group of Companies position peaked at $0 in Q3 2024.
  • 100 funds tracked by Wall St. Rank held Superior Group of Companies as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.