MCWA
SGI

Meadow Creek Wealth Advisors’s Somnigroup International SGI Stock Holding History

Meadow Creek Wealth 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
2024
Q2 		– Sell
-8,850
Closed -$503K – 137
2024
Q1 		$503K Buy
+8,850
New +$461K 0.35% 67

Other funds holding SGI

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Meadow Creek Wealth Advisors's SGI Position: Q2 2024 in Review

Meadow Creek Wealth Advisors sold out of Somnigroup International (SGI) in Q2 2024, closing a stake of 8,850 shares — an estimated $503K sold.

Meadow Creek Wealth Advisors first reported a position in SGI in Q1 2024 and held it in 1 quarter. The position peaked at $503K in Q1 2024. 386 funds tracked by Wall St. Rank hold SGI as of Q2 2024.

  • Meadow Creek Wealth Advisors reported no remaining Somnigroup International position as of Q2 2024 after selling out during the quarter.
  • Meadow Creek Wealth Advisors sold 8,850 Somnigroup International shares in Q2 2024, an estimated $503K.
  • Meadow Creek Wealth Advisors first reported a position in Somnigroup International in Q1 2024 and held it in 1 quarter.
  • Meadow Creek Wealth Advisors's Somnigroup International position peaked at $503K in Q1 2024.
  • 386 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2024.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.