LWCFA
SGI

Loring Wolcott & Coolidge Fiduciary Advisors’s Somnigroup International SGI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-44
Closed -$2K – 953
2021
Q2 		$2K Buy
+44
New +$1.69K ﹤0.01% 908

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M AUM 6.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SGI Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Somnigroup International (SGI) in Q3 2021, closing a stake of 44 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SGI in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 397 funds tracked by Wall St. Rank hold SGI as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Somnigroup International position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 44 Somnigroup International shares in Q3 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Somnigroup International in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Somnigroup International position peaked at $2K in Q2 2021.
  • 397 funds tracked by Wall St. Rank held Somnigroup International as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.