PSI Advisors’s Somnigroup International SGI Stock Holding History

PSI 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
2025 Q2	–	Sell	-600	Closed	-$35.9K	–	739
2025 Q1	$35.9K	Sell	600 -1,100	-65%	-$66.6K	0.01%	290
2024 Q4	$96.4K	Buy	1,700 +1,200	+240%	+$64K	0.03%	187
2024 Q3	$27.3K	Hold	500	–	–	0.01%	363
2024 Q2	$23.7K	Hold	500	–	–	0.01%	372
2024 Q1	$28.4K	Hold	500	–	–	0.01%	332
2023 Q4	$25.5K	Hold	500	–	–	0.01%	367
2023 Q3	$21.7K	Hold	500	–	–	0.01%	370
2023 Q2	$20K	Hold	500	–	–	0.01%	389
2023 Q1	$19.7K	Hold	500	–	–	0.01%	336
2022 Q4	$17.2K	Hold	500	–	–	0.01%	347
2022 Q3	$12K	Hold	500	–	–	0.01%	403
2022 Q2	$11K	Hold	500	–	–	0.01%	452
2022 Q1	$14K	Sell	500 -500	-50%	-$18.4K	0.01%	427
2021 Q4	$47K	Hold	1,000	–	–	0.02%	284
2021 Q3	$46K	Buy	+1,000	New	+$43.7K	0.02%	297

Other funds holding SGI

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return