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Joseph P. Lucia & Associates’s Sadot Group SDOT Stock Holding History

Joseph P. Lucia & Associates’s Portfolio SDOT Stock Details SDOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8
Closed -$20K – 114
2023
Q2 		$20K Hold
8
– – 0.01% 116
2023
Q1 		$18K Hold
8
– – 0.01% 119
2022
Q4 		$5.71K Buy
+8
New +$8.35K ﹤0.01% 114

Other funds holding SDOT

ACM
Altium Capital Management New York $42M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Joseph P. Lucia & Associates's SDOT Position: Q3 2023 in Review

Joseph P. Lucia & Associates sold out of Sadot Group (SDOT) in Q3 2023, closing a stake of 8 shares — an estimated $20K sold.

Joseph P. Lucia & Associates first reported a position in SDOT in Q4 2022 and held it in 3 quarters. The position peaked at $20K in Q2 2023. 19 funds tracked by Wall St. Rank hold SDOT as of Q3 2023.

  • Joseph P. Lucia & Associates reported no remaining Sadot Group position as of Q3 2023 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 8 Sadot Group shares in Q3 2023, an estimated $20K.
  • Joseph P. Lucia & Associates first reported a position in Sadot Group in Q4 2022 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's Sadot Group position peaked at $20K in Q2 2023.
  • 19 funds tracked by Wall St. Rank held Sadot Group as of Q3 2023.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2023, filed 30 Oct 2023.