SFS
AIMC

Sowell Financial Services’s Altra Industrial Motion Corp AIMC Stock Holding History

Sowell Financial Services’s Portfolio AIMC Stock Details AIMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10
Closed – – 2907
2020
Q3 		$0 Buy
+10
New +$368 ﹤0.01% 2771
2020
Q2 		– Sell
-280
Closed -$5K – 2733
2020
Q1 		$5K Sell
280
-27
-9% -$802 ﹤0.01% 1850
2019
Q4 		$11K Buy
+307
New +$9.76K ﹤0.01% 1668

Other funds holding AIMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sowell Financial Services's AIMC Position: Q4 2020 in Review

Sowell Financial Services sold out of Altra Industrial Motion Corp (AIMC) in Q4 2020, closing a stake of 10 shares.

Sowell Financial Services first reported a position in AIMC in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 234 funds tracked by Wall St. Rank hold AIMC as of Q4 2020.

  • Sowell Financial Services reported no remaining Altra Industrial Motion Corp position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 10 Altra Industrial Motion Corp shares in Q4 2020.
  • Sowell Financial Services first reported a position in Altra Industrial Motion Corp in Q4 2019 and held it in 3 quarters.
  • Sowell Financial Services's Altra Industrial Motion Corp position peaked at $11K in Q4 2019.
  • 234 funds tracked by Wall St. Rank held Altra Industrial Motion Corp as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.