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Morton Brown Family Wealth’s Somnigroup International SGI Stock Holding History

Morton Brown Family Wealth’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
2022
Q1 		– Sell
-16
Closed -$1K – 219
2021
Q4 		$1K Buy
+16
New +$725 ﹤0.01% 216

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $244M AUM 32.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HPM
H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return

Morton Brown Family Wealth's SGI Position: Q1 2022 in Review

Morton Brown Family Wealth sold out of Somnigroup International (SGI) in Q1 2022, closing a stake of 16 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in SGI in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 333 funds tracked by Wall St. Rank hold SGI as of Q1 2022.

  • Morton Brown Family Wealth reported no remaining Somnigroup International position as of Q1 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 16 Somnigroup International shares in Q1 2022, an estimated $1K.
  • Morton Brown Family Wealth first reported a position in Somnigroup International in Q4 2021 and held it in 1 quarter.
  • Morton Brown Family Wealth's Somnigroup International position peaked at $1K in Q4 2021.
  • 333 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2022.

Based on Morton Brown Family Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.