Lake Street Advisors Group’s Sigmatron International SGMA Stock Holding History

Lake Street Advisors Group’s Portfolio SGMA Stock Details SGMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-13,966	Closed	-$44K	–	655
2023 Q3	$44K	Sell	13,966 -7,070	-34%	-$35.8K	﹤0.01%	294
2023 Q2	$68K	Buy	21,036 +6,896	+49%	+$21.1K	﹤0.01%	261
2023 Q1	$37K	Hold	14,140	–	–	﹤0.01%	280
2022 Q4	$54K	Hold	14,140	–	–	﹤0.01%	254
2022 Q3	$67K	Buy	+14,140	New	+$100K	﹤0.01%	254

Other funds holding SGMA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lake Street Advisors Group's SGMA Position: Q4 2023 in Review

Lake Street Advisors Group sold out of Sigmatron International (SGMA) in Q4 2023, closing a stake of 13,966 shares — an estimated $44K sold.

Lake Street Advisors Group first reported a position in SGMA in Q3 2022 and held it in 5 quarters. The position peaked at $68K in Q2 2023. 22 funds tracked by Wall St. Rank hold SGMA as of Q4 2023.

Lake Street Advisors Group reported no remaining Sigmatron International position as of Q4 2023 after selling out during the quarter.
Lake Street Advisors Group sold 13,966 Sigmatron International shares in Q4 2023, an estimated $44K.
Lake Street Advisors Group first reported a position in Sigmatron International in Q3 2022 and held it in 5 quarters.
Lake Street Advisors Group's Sigmatron International position peaked at $68K in Q2 2023.
22 funds tracked by Wall St. Rank held Sigmatron International as of Q4 2023.

Based on Lake Street Advisors Group's 13F filing for Q4 2023, filed 13 Feb 2024.