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Scissortail Wealth Management’s Somnigroup International SGI Stock Holding History

Scissortail Wealth Management’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
2023
Q1 		– Sell
-5,500
Closed -$225K – 128
2022
Q4 		$225K Buy
+5,500
New +$165K 0.13% 107

Other funds holding SGI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

Scissortail Wealth Management's SGI Position: Q1 2023 in Review

Scissortail Wealth Management sold out of Somnigroup International (SGI) in Q1 2023, closing a stake of 5,500 shares — an estimated $225K sold.

Scissortail Wealth Management first reported a position in SGI in Q4 2022 and held it in 1 quarter. The position peaked at $225K in Q4 2022. 331 funds tracked by Wall St. Rank hold SGI as of Q1 2023.

  • Scissortail Wealth Management reported no remaining Somnigroup International position as of Q1 2023 after selling out during the quarter.
  • Scissortail Wealth Management sold 5,500 Somnigroup International shares in Q1 2023, an estimated $225K.
  • Scissortail Wealth Management first reported a position in Somnigroup International in Q4 2022 and held it in 1 quarter.
  • Scissortail Wealth Management's Somnigroup International position peaked at $225K in Q4 2022.
  • 331 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2023.

Based on Scissortail Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.