Naples Global Advisors
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Naples Global Advisors’s Superior Group of Companies SGC Stock Holding History

Naples Global Advisors’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
2023
Q1 		– Sell
-21,275
Closed -$214K – 396
2022
Q4 		$214K Buy
21,275
+3,825
+22% +$36.9K 0.03% 374
2022
Q3 		$155K Buy
17,450
+1,225
+8% +$17.6K 0.02% 362
2022
Q2 		$288K Sell
16,225
-700
-4% -$12K 0.04% 327
2022
Q1 		$302K Buy
16,925
+1,500
+10% +$29.8K 0.03% 335
2021
Q4 		$338K Buy
15,425
+1,800
+13% +$42.9K 0.04% 327
2021
Q3 		$317K Buy
13,625
+50
+0.4% +$1.18K 0.04% 325
2021
Q2 		$325K Buy
+13,575
New +$342K 0.05% 315

Other funds holding SGC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Wilshire Securities Management
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $150B AUM 40.06% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Naples Global Advisors's SGC Position: Q1 2023 in Review

Naples Global Advisors sold out of Superior Group of Companies (SGC) in Q1 2023, closing a stake of 21,275 shares — an estimated $214K sold.

Naples Global Advisors first reported a position in SGC in Q2 2021 and held it in 7 quarters. The position peaked at $338K in Q4 2021. 55 funds tracked by Wall St. Rank hold SGC as of Q1 2023.

  • Naples Global Advisors reported no remaining Superior Group of Companies position as of Q1 2023 after selling out during the quarter.
  • Naples Global Advisors sold 21,275 Superior Group of Companies shares in Q1 2023, an estimated $214K.
  • Naples Global Advisors first reported a position in Superior Group of Companies in Q2 2021 and held it in 7 quarters.
  • Naples Global Advisors's Superior Group of Companies position peaked at $338K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Superior Group of Companies as of Q1 2023.

Based on Naples Global Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.