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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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.