PPA
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Parametric Portfolio Associates’s Superior Group of Companies SGC Stock Holding History

Parametric Portfolio Associates’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 		$283K Buy
15,881
+5,249
+49% +$104K ﹤0.01% 3304
2021
Q4 		$233K Sell
10,632
-4,052
-28% -$96.6K ﹤0.01% 3365
2021
Q3 		$342K Sell
14,684
-1,186
-7% -$27.9K ﹤0.01% 3250
2021
Q2 		$379K Buy
15,870
+50
+0.3% +$1.26K ﹤0.01% 3193
2021
Q1 		$402K Sell
15,820
-50,349
-76% -$1.25M ﹤0.01% 3596
2020
Q4 		$1.54M Buy
66,169
+50,167
+314% +$1.18M ﹤0.01% 2825
2020
Q3 		$372K Buy
16,002
+4,560
+40% +$89.1K ﹤0.01% 3399
2020
Q2 		$153K Sell
11,442
-74
-0.6% -$702 ﹤0.01% 3700
2020
Q1 		$97K Buy
11,516
+1,396
+14% +$16.2K ﹤0.01% 3736
2019
Q4 		$137K Buy
+10,120
New +$146K ﹤0.01% 3813

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 $5.7T 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 $501B 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