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LFAS
SGI
Level Four Advisory Services’s
Somnigroup International
SGI
Stock Holding History
Level Four Advisory Services’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
2026
Q1
$332K
Buy
4,496
+408
+10%
+$35.4K
0.01%
687
2025
Q4
$365K
Buy
4,088
+116
+3%
+$10.1K
0.01%
635
2025
Q3
$335K
Sell
3,972
-3
-0.1%
-$236
0.01%
647
2025
Q2
$271K
Sell
3,975
-181
-4%
-$11.4K
0.01%
668
2025
Q1
$249K
Sell
4,156
-33
-0.8%
-$2K
0.01%
674
2024
Q4
$238K
Sell
4,189
-72
-2%
-$3.84K
0.01%
684
2024
Q3
$204K
Sell
4,261
-31,722
-88%
-$1.61M
0.01%
725
2024
Q2
$1.7M
Sell
35,983
-4,234
-11%
-$214K
0.08%
255
2024
Q1
$2.05M
Buy
40,217
+3,952
+11%
+$206K
0.11%
198
2023
Q4
$1.85M
Sell
36,265
-11,810
-25%
-$501K
0.1%
211
2023
Q3
$2.08M
Buy
48,075
+19,218
+67%
+$852K
0.13%
181
2023
Q2
$1.16M
Buy
28,857
+17,583
+156%
+$661K
0.07%
264
2023
Q1
$445K
Buy
+11,274
New
+$448K
0.03%
455
2022
Q1
–
Sell
-16,722
Closed
-$786K
–
714
2021
Q4
$786K
Buy
16,722
+8,367
+100%
+$379K
0.06%
297
2021
Q3
$388K
Buy
8,355
+179
+2%
+$7.82K
0.04%
336
2021
Q2
$320K
Buy
8,176
+424
+5%
+$16.2K
0.02%
517
2021
Q1
$283K
Buy
+7,752
New
+$251K
0.02%
514
Other funds holding SGI
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$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Select Equity Group
New York
$18.8B AUM
17.33%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
LP
Linonia Partnership
New York
$5.38B AUM
20.54%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
WPL
WINDACRE PARTNERSHIP LLC
Houston, Texas
$9.34B AUM
17.41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
BW
Browning West
Los Angeles, California
$1.62B AUM
22.28%
1-Year Est. Return
ACM
Abrams Capital Management
Boston, Massachusetts
$4.64B AUM
1.52%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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