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Mark Sheptoff Financial Planning’s Superior Group of Companies SGC Stock Holding History

Mark Sheptoff Financial Planning’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
2022
Q1 		– Sell
-500
Closed -$11K – 481
2021
Q4 		$11K Buy
+500
New +$11.9K 0.01% 315

Other funds holding SGC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mark Sheptoff Financial Planning's SGC Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of Superior Group of Companies (SGC) in Q1 2022, closing a stake of 500 shares — an estimated $11K sold.

Mark Sheptoff Financial Planning first reported a position in SGC in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 63 funds tracked by Wall St. Rank hold SGC as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining Superior Group of Companies position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 500 Superior Group of Companies shares in Q1 2022, an estimated $11K.
  • Mark Sheptoff Financial Planning first reported a position in Superior Group of Companies in Q4 2021 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Superior Group of Companies position peaked at $11K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held Superior Group of Companies as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.