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Ritholtz Wealth Management’s Superior Group of Companies SGC Stock Holding History

Ritholtz Wealth Management’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
2025
Q1 		– Sell
-27,333
Closed -$452K – 965
2024
Q4 		$452K Sell
27,333
-538
-2% -$8.63K 0.01% 593
2024
Q3 		$432K Sell
27,871
-15,068
-35% -$246K 0.01% 600
2024
Q2 		$812K Buy
42,939
+9,802
+30% +$181K 0.03% 407
2024
Q1 		$547K Buy
+33,137
New +$478K 0.02% 501

Other funds holding SGC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ritholtz Wealth Management's SGC Position: Q1 2025 in Review

Ritholtz Wealth Management sold out of Superior Group of Companies (SGC) in Q1 2025, closing a stake of 27,333 shares — an estimated $452K sold.

Ritholtz Wealth Management first reported a position in SGC in Q1 2024 and held it in 4 quarters. The position peaked at $812K in Q2 2024. 99 funds tracked by Wall St. Rank hold SGC as of Q1 2025.

  • Ritholtz Wealth Management reported no remaining Superior Group of Companies position as of Q1 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 27,333 Superior Group of Companies shares in Q1 2025, an estimated $452K.
  • Ritholtz Wealth Management first reported a position in Superior Group of Companies in Q1 2024 and held it in 4 quarters.
  • Ritholtz Wealth Management's Superior Group of Companies position peaked at $812K in Q2 2024.
  • 99 funds tracked by Wall St. Rank held Superior Group of Companies as of Q1 2025.

Based on Ritholtz Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.